Civic Intelligence

Surplus Line Association of Oregon

990 • Fiscal year 2017 • EIN 93-0358258

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 05, 2018

Organization Profilewww.slaor.org

View Organization Page

7360 SW HUNZIKER STREET No 105Portland, OR 97223

(503) 718-6700

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

18th percentile

0.01x

Higher debt load relative to revenue than 18% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Net Margin

92nd percentile

29%

Higher net margin than 92% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Asset Growth

80th percentile

18%

Faster asset growth than 80% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

18%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$4,371,239

Up $667,187 (+18%) from 2016

Net Assets

Up

$4,357,226

Up $671,165 (+18%) from 2016

Liabilities

Down

$14,013

Down $3,978 (-22%) from 2016

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin92nd percentile

Revenue

Up

$944,162

Up $146,402 (+18%) from 2016

Expenses

Up

$669,364

Up $71,083 (+12%) from 2016

Net Income

Up

$274,798

Up $75,319 (+38%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $2,977,914Liabilities 2010: $7,832Net Assets 2010: $2,970,0822010Assets 2011: $2,867,358Liabilities 2011: $7,953Net Assets 2011: $2,859,4052011Assets 2012: $3,100,259Liabilities 2012: $8,295Net Assets 2012: $3,091,9642012Assets 2013: $3,566,103Liabilities 2013: $9,688Net Assets 2013: $3,556,4152013Assets 2014: $3,565,925Liabilities 2014: $13,018Net Assets 2014: $3,552,9072014Assets 2015: $3,506,840Liabilities 2015: $11,873Net Assets 2015: $3,494,9672015Assets 2016: $3,704,052Liabilities 2016: $17,991Net Assets 2016: $3,686,0612016Assets 2017: $4,371,239Liabilities 2017: $14,013Net Assets 2017: $4,357,2262017Assets 2018: $4,195,304Liabilities 2018: $11,122Net Assets 2018: $4,184,1822018Assets 2019: $5,098,229Liabilities 2019: $16,367Net Assets 2019: $5,081,8622019Assets 2020: $5,662,635Liabilities 2020: $8,152Net Assets 2020: $5,654,4832020Assets 2021: $6,643,806Liabilities 2021: $8,813Net Assets 2021: $6,634,9932021Assets 2022: $5,806,105Liabilities 2022: $154,053Net Assets 2022: $5,652,0522022Assets 2023: $6,713,293Liabilities 2023: $140,657Net Assets 2023: $6,572,6362023Assets 2024: $7,476,378Liabilities 2024: $114,096Net Assets 2024: $7,362,2822024

Highlighted filing

2017

Assets$4,371,239
Liabilities$14,013
Net Assets$4,357,226
Open 2017 Filing

Operations Trend

Revenue Growth83rd percentile

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

$1.5M$1.0M$500K$0Expenses 2010: $393,4852010Expenses 2011: $495,5682011Revenue 2012: $536,958Expenses 2012: $462,209Net Income 2012: $74,7492012Revenue 2013: $707,797Expenses 2013: $519,070Net Income 2013: $188,7272013Revenue 2014: $723,080Expenses 2014: $584,009Net Income 2014: $139,0712014Revenue 2015: $733,447Expenses 2015: $599,147Net Income 2015: $134,3002015Revenue 2016: $797,760Expenses 2016: $598,281Net Income 2016: $199,4792016Revenue 2017: $944,162Expenses 2017: $669,364Net Income 2017: $274,7982017Revenue 2018: $1,042,096Expenses 2018: $617,631Net Income 2018: $424,4652018Revenue 2019: $705,582Expenses 2019: $628,262Net Income 2019: $77,3202019Revenue 2020: $610,307Expenses 2020: $529,747Net Income 2020: $80,5602020Revenue 2021: $1,107,901Expenses 2021: $566,434Net Income 2021: $541,4672021Revenue 2022: $807,472Expenses 2022: $665,014Net Income 2022: $142,4582022Revenue 2023: $851,447Expenses 2023: $661,250Net Income 2023: $190,1972023Revenue 2024: $955,115Expenses 2024: $712,662Net Income 2024: $242,4532024

Highlighted filing

2017

Revenue$944,162
Expenses$669,364
Net Income$274,798
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 5, 2018
Return Version
2017v2.2
Gross Receipts
$1,770,324
Mission and Program Overview

Mission

Examination of insurance policies of nonadmitted carriers

Examination of insurance policies

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,729,317$3,499,100▲ $769,783
Savings and Temporary Cash Investments$676,630$660,861▼ $15,769
Accounts Receivable$130,730$173,705▲ $42,975
Land, Buildings, and Equipment, Net$167,375$37,573▼ $129,802
Total Assets$3,704,052$4,371,239▲ $667,187
Liabilities
Accounts Payable and Accrued Expenses$17,991$14,013▼ $3,978
Total Liabilities$17,991$14,013▼ $3,978
Net Assets / Fund Balance
Unrestricted Net Assets$3,686,061$4,357,226▲ $671,165
Total Net Assets Fund Balance$3,686,061$4,357,226▲ $671,165
Total Liabilities and Net Assets / Fund Balance$3,704,052$4,371,239▲ $667,187

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$37,573$682,535$720,108
Compensation and Service Providers
Top Officer Pay23rd percentile

Board Members and Trustees

NameTitle
Jim HeislerPresident
Jenny CraneVice President
Kate BauerDirector
M'LISSA RUTHERFORDDirector
Mark WilsonSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$672,110
Investment Income
$272,052
Other Revenue
$0
Change in Net Assets
$274,798

Audited Revenue Reconciliation

Revenue per Audited Statements
$944,162
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$396,367
Total Revenue per Audited Statements
$1,340,529
Total Revenue per Form 990
$944,162
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$406,491
Salaries, Compensation, and Employee Benefits$262,873
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$188,268
Depreciation Depletion---$129,801
Information Technology---$102,441
Other Salaries and Wages---$47,252
Fees for Services Other---$32,501
Fees for Service Investment Mgmnt Fees---$28,471
Occupancy---$21,704
Payroll Taxes---$20,763
Fees for Services Lobbying---$19,900
Conferences and Meetings---$18,103
Insurance---$15,044
Fees for Services Accounting---$8,500
Pension Plan Contributions---$6,590
Travel---$4,833
Fees for Services Legal---$2,560
Office Expenses---$1,792
Other Expenses---$1,109
All Other Expenses---$783
Total Functional Expenses$0$0$0$669,364

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$669,364
Total Expenses per Audited Statements$669,364
Total Expenses per Form 990$669,364
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$19,900
Total Nondeductible Lobbying and Political Cost$19,900
Political Expenditures$1,090
Total Exempt Function Spending$1,090

Section 527 Organizations

OrganizationLocationAmount
71-0918580Silverton, OR$1,090
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
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 A, line 6

“All oregon surplus line agents are members.”

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

“Members elect board of directors for three-year terms.”

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

“Reviewed by executive director and president before filing.”

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

“Board of directors reviews all expenditures.”

Form 990, Part VI, Section B, line 15

“Board of directors negotiates annually with executive director and manager regarding compensation, comparable to compensation in insurance industry.”

Form 990, Part VI, Section C, line 19

“Governing documents available on organization website or by request”

Filing and Contact Details

Filer

Filer Name
Surplus Line Association of Oregon
EIN
93-0358258
Phone
5037186700
Address
7360 SW HUNZIKER STREET No 105, PORTLAND, OR 97223

Signing Officer

Name
Roger Helbling
Title
Executive Director
Phone
5037186700
Signed
2018-03-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roger Helbling
Formed
1980
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
5
Employees
5
Volunteers
0

Preparer

Firm
Hainley Lavey & Brown Pc
Address
1400 SW 5TH AVENUE 670, PORTLAND, OR 97201-5538
Preparer
Jeffrey A Lavey
Phone
5032262441
Raw XML Appendix345 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LoanOutstandingInd00
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL OREGON SURPLUS LINE AGENTS ARE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS ELECT BOARD OF DIRECTORS FOR THREE-YEAR TERMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REVIEWED BY EXECUTIVE DIRECTOR AND PRESIDENT BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD OF DIRECTORS REVIEWS ALL EXPENDITURES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOARD OF DIRECTORS NEGOTIATES ANNUALLY WITH EXECUTIVE DIRECTOR AND MANAGER REGARDING COMPENSATION, COMPARABLE TO COMPENSATION IN INSURANCE INDUSTRY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS AVAILABLE ON ORGANIZATION WEBSITE OR BY REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03704052
IRS990/TotalAssetsEOYAmt04371239
IRS990/TotalAssetsGrp/BOYAmt03704052
IRS990/TotalAssetsGrp/EOYAmt04371239
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/TotalAmt0669364
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt017991
IRS990/TotalLiabilitiesEOYAmt014013
IRS990/TotalLiabilitiesGrp/BOYAmt017991
IRS990/TotalLiabilitiesGrp/EOYAmt014013
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03686061
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04357226
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0636368
IRS990/TotalProgramServiceRevenueAmt0672110
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0272052
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0672110
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0944162
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03704052
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04371239
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt04833
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt03686061
IRS990/UnrestrictedNetAssetsGrp/EOYAmt04357226
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07360 SW HUNZIKER STREET No 105
IRS990/USAddress/CityNm0PORTLAND
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097223
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0www.slaor.org
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER HELBLING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05037186700
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SURPLUS LINE ASSOCIATION OF OREGON
ReturnHeader/Filer/BusinessNameControlTxt0SURP
ReturnHeader/Filer/EIN0930358258
ReturnHeader/Filer/PhoneNum05037186700
ReturnHeader/Filer/USAddress/AddressLine1Txt07360 SW HUNZIKER STREET No 105
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097223
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05967407E5A8AED43F2DEB83BED15CE62A93ECC04
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05967407E5A8AED43F2DEB83BED15CE62A93ECC04
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.5.133.88
ReturnHeader/FilingSecurityInformation/IPDt02018-03-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm014:56:13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931154091
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAINLEY LAVEY & BROWN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01400 SW 5TH AVENUE 670
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0972015538
ReturnHeader/PreparerPersonGrp/PhoneNum05032262441
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey A Lavey
ReturnHeader/ReturnTs02018-03-14T11:20:17-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,371,239
Liabilities
$14,013
Net assets
$4,357,226
Revenue
$944,162
Expenses
$669,364
Net income
$274,798
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.48$0.11$7.36$0.96$0.71$0.24
2023Detailed filing. Detailed filing data is available for this year.$6.71$0.14$6.57$0.85$0.66$0.19
2022Detailed filing. Detailed filing data is available for this year.$5.81$0.15$5.65$0.81$0.67$0.14
2021Detailed filing. Detailed filing data is available for this year.$6.64$0.01$6.63$1.11$0.57$0.54
2020Detailed filing. Detailed filing data is available for this year.$5.66$0.01$5.65$0.61$0.53$0.08
2019Detailed filing. Detailed filing data is available for this year.$5.10$0.02$5.08$0.71$0.63$0.08
2018Detailed filing. Detailed filing data is available for this year.$4.20$0.01$4.18$1.04$0.62$0.42
2017Detailed filing. Detailed filing data is available for this year.$4.37$0.01$4.36$0.94$0.67$0.27
2016Detailed filing. Detailed filing data is available for this year.$3.70$0.02$3.69$0.80$0.60$0.20
2015Detailed filing. Detailed filing data is available for this year.$3.51$0.01$3.49$0.73$0.60$0.13
2014Detailed filing. Detailed filing data is available for this year.$3.57$0.01$3.55$0.72$0.58$0.14
2013Detailed filing. Detailed filing data is available for this year.$3.57$0.01$3.56$0.71$0.52$0.19
2012Summary only. Only limited summary data is available for this year.$3.10$0.01$3.09$0.54$0.46$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.87$0.01$2.86$0.50
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.98$0.01$2.97$0.39
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)6 • $1M-$5M nonprofits