Civic Intelligence

Oregon Restaurant and Lodging Association

990 • Fiscal year 2023 • EIN 93-0514708

Oct 01, 2022 to Sep 30, 2023 • Filed on Dec 27, 2023

8565 SW Salish Ln Ste 120Wilsonville, OR 97070

(503) 682-4422

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$2,442,896

Up $152,871 (+6.7%) from 2022

Net Assets

Up

$1,883,741

Up $119,821 (+6.8%) from 2022

Liabilities

Up

$559,155

Up $33,050 (+6.3%) from 2022

Revenue And Expenses

Revenue

Up

$2,064,017

Up $90,907 (+4.6%) from 2022

Expenses

Up

$1,966,182

Up $32,896 (+1.7%) from 2022

Net Income

Up

$97,835

Up $58,011 (+146%) from 2022

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,180,583Liabilities 2011: $652,738Net Assets 2011: $1,527,8452011Assets 2012: $2,144,751Liabilities 2012: $622,322Net Assets 2012: $1,522,4292012Assets 2013: $2,111,186Liabilities 2013: $674,793Net Assets 2013: $1,436,3932013Assets 2014: $2,031,971Liabilities 2014: $611,522Net Assets 2014: $1,420,4492014Assets 2015: $2,115,377Liabilities 2015: $709,774Net Assets 2015: $1,405,6032015Assets 2016: $2,076,290Liabilities 2016: $608,577Net Assets 2016: $1,467,7132016Assets 2017: $2,105,169Liabilities 2017: $583,483Net Assets 2017: $1,521,6862017Assets 2018: $2,305,251Liabilities 2018: $746,499Net Assets 2018: $1,558,7522018Assets 2019: $2,398,636Liabilities 2019: $772,419Net Assets 2019: $1,626,2172019Assets 2020: $2,181,487Liabilities 2020: $854,231Net Assets 2020: $1,327,2562020Assets 2021: $2,501,244Liabilities 2021: $512,590Net Assets 2021: $1,988,6542021Assets 2022: $2,290,025Liabilities 2022: $526,105Net Assets 2022: $1,763,9202022Assets 2023: $2,442,896Liabilities 2023: $559,155Net Assets 2023: $1,883,7412023Assets 2024: $2,588,311Liabilities 2024: $600,619Net Assets 2024: $1,987,6922024Assets 2025: $2,420,891Liabilities 2025: $361,581Net Assets 2025: $2,059,3102025

Highlighted filing

2023

Assets$2,442,896
Liabilities$559,155
Net Assets$1,883,741

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $2,046,170Expenses 2011: $1,851,869Net Income 2011: $194,3012011Expenses 2012: $1,706,9872012Expenses 2013: $1,602,1482013Revenue 2014: $1,660,296Expenses 2014: $1,750,401Net Income 2014: -$90,1052014Revenue 2015: $1,426,826Expenses 2015: $1,462,135Net Income 2015: -$35,3092015Revenue 2016: $1,765,556Expenses 2016: $1,747,982Net Income 2016: $17,5742016Revenue 2017: $1,473,530Expenses 2017: $1,526,846Net Income 2017: -$53,3162017Revenue 2018: $2,031,748Expenses 2018: $1,984,919Net Income 2018: $46,8292018Revenue 2019: $2,025,404Expenses 2019: $1,911,589Net Income 2019: $113,8152019Revenue 2020: $1,313,273Expenses 2020: $1,429,711Net Income 2020: -$116,4382020Revenue 2021: $2,517,127Expenses 2021: $1,846,864Net Income 2021: $670,2632021Revenue 2022: $1,973,110Expenses 2022: $1,933,286Net Income 2022: $39,8242022Revenue 2023: $2,064,017Expenses 2023: $1,966,182Net Income 2023: $97,8352023Revenue 2024: $2,118,317Expenses 2024: $2,185,324Net Income 2024: -$67,0072024Revenue 2025: $2,097,211Expenses 2025: $2,085,072Net Income 2025: $12,1392025

Highlighted filing

2023

Revenue$2,064,017
Expenses$1,966,182
Net Income$97,835
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Dec 27, 2023
Return Version
2022v5.0
Gross Receipts
$2,064,017
Mission and Program Overview

Mission

To advocate, communicate and educate the foodservice and lodging industries.

Orla serves as the leading industry advocate, striving to protect, improve and promote oregon hospitality.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,035,313$1,062,625▲ $27,312
Cash and Non-Interest-Bearing Accounts$613,018$758,455▲ $145,437
Accounts Receivable$403,029$338,154▼ $64,875
Prepaid Expenses and Deferred Charges$123,024$117,843▼ $5,181
Land, Buildings, and Equipment, Net$30,707$50,478▲ $19,771
Savings and Temporary Cash Investments$49,986$21,168▼ $28,818
Total Assets$2,290,025$2,442,896▲ $152,871
Other Assets Total$34,948$94,173▲ $59,225
Liabilities
Deferred Revenue$398,688$359,565▼ $39,123
Accounts Payable and Accrued Expenses$127,417$199,590▲ $72,173
Total Liabilities$526,105$559,155▲ $33,050
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,763,920$1,883,741▲ $119,821
Total Net Assets Fund Balance$1,763,920$1,883,741▲ $119,821
Total Liabilities and Net Assets / Fund Balance$2,290,025$2,442,896▲ $152,871

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$38,257$123,227$161,484
Equipment$12,221$10,952$23,173
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jason BrandtPresident &FT$182,574$5,967$188,541
Jason BrandtPresident & CEO-$182,574$5,967$188,541
John HamiltonCOOFT$133,218-$133,218

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,957,075
Investment Income
$96,060
Other Revenue
$10,882
Change in Net Assets
$97,835
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,023,932
Other Expenses$942,250
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$785,651
All Other Expenses---$212,285
Other Employee Benefits---$120,773
Payroll Taxes---$117,508
Travel---$82,401
Advertising---$72,022
Other Expenses---$70,204
Office Expenses---$30,471
Occupancy---$26,129
Fees for Services Other---$24,288
Fees for Services Accounting---$23,000
Fees for Services Legal---$21,973
Depreciation Depletion---$13,953
Fees for Service Investment Mgmnt Fees---$8,515
Conferences and Meetings---$8,430
Insurance---$6,309
Total Functional Expenses$0$0$0$1,966,182
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
Total Nondeductible Lobbying and Political Cost$395,701
Current Year Nondeductible Lobbying and Political Cost$329,043
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
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, Page 6, Part VI, Line 6

MEMBERSHIP ASSOCIATION

Form 990, Page 6, Part VI, Line 7A

Members elect board representatives

Form 990, Page 6, Part VI, Line 7B

AS NEEDED

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

Executive director reviewes form 990 prior to filing.

Form 990, Page 6, Part VI, Line 12C

The board has adopted and abides by a conflict-of-interest policy. Each board member or key employee is required to disclose any conflict or potential conflicts during the appointment or hiring process. The board reviews this information to determine the impact of the conflict or potential conflict. Board members and key employees have an ongoing obligation to notify the president & ceo and/or orla's chief operating officer in the event of a conflict of interest.

Form 990, Page 6, Part VI, Line 15A

The compensation of the ceo is reviewed annually by the compensation committee which is made up of the current chair, immediate past chair, and the incoming chair of the orla board of directors. Compensation decisions are ratified and reviewed by orla's executive committee on an annual basis.

Form 990, Page 6, Part VI, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available upon request.

Filing and Contact Details

Filer

Filer Name
Oregon Restaurant and
EIN
93-0514708
Phone
5036824422
Address
8565 SW SALISH LN STE 120, WILSONVILLE, OR 97070

Signing Officer

Name
Jason Brandt
Title
President & CEO
Phone
5036824422
Signed
2023-12-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Harish Patel
Formed
1932
Legal Domicile
Or
Voting Board Members
22
Independent Board Members
22
Employees
18
Volunteers
248

Preparer

Firm
Cross Financial
Address
65 SW YAMHILL ST STE 400, PORTLAND, OR 97204-3315
Preparer
Tristan a Collins
Phone
5032331133
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Special project expenses 50,184 0 0 service contractor 33,662 0 0 bank fees 0 21,061 0 sponsorship and recogniti 0 21,023 0 website 17,012 0 0 commission 15,683 0 0 demonstration stage 15,513 0 0 event expenses program 12,823 0 0 bank fees 9,159 0 0 governance 0 7,130 0 contingencies 0 5,475 0 other event expenses 1,863 0 0 donations & contributions 1,763 0 0 internet 1,035 0 0 speaker fee 140 0 0 rounding -2 0 0 prior year corrections -1,239 0 0 total 157,596 54,689 0

Form 990, Part XI, Line 9

Net effect of investment in subsidiary -60,000

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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22EX- OFFCIO
IRS990/Form990PartVIISectionAGrp/TitleTxt23PRESIDENT &
IRS990/Form990PartVIISectionAGrp/TitleTxt24COO
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IRS990/OtherExpensesGrp/Desc2SHARED EXPENSES
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IRS990/OtherExpensesGrp/TotalAmt1118782
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4119700
IRS990/ProgSrvcAccomActy2Grp/Desc0GOVERNMENT AFFAIRS: PROMOTED THE FOODSERVICE, HOSPITALITY AND LODGING INDUSTRIES ON BEHALF OF THE DUES-PAYING MEMBERS OF THE ASSOCIATION; ADVANCED THE WELFARE OF THE RESTAURANT AND LODGING INDUSTRY IN OREGON; COMMUNICATED WITH LEGISLATIVE REPRESENTATIVES, REGULATORY PERSONNEL AND THE PUBLIC REGARDING ISSUES THAT IMPACT THE FOODSERVICE, HOSPITALITY AND LODGING INDUSTRIES
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IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt0ORLA PAC
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt08565 SE SALISH LN 120
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm0WILSONVILLE
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd0OR
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd097070
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IRS990ScheduleD/EquipmentGrp/BookValueAmt012221
IRS990ScheduleD/EquipmentGrp/DepreciationAmt010952
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt023173
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt038257
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0123227
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0161484
IRS990ScheduleD/TotalBookValueLandBuildingsAmt050478
IRS990ScheduleJ/ClubDuesOrFeesInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt05967
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JASON BRANDT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT & CEO

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.42$0.36$2.06$2.10$2.09$0.01
2024Detailed filing. Detailed filing data is available for this year.$2.59$0.60$1.99$2.12$2.19$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.44$0.56$1.88$2.06$1.97$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.29$0.53$1.76$1.97$1.93$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.50$0.51$1.99$2.52$1.85$0.67
2020Detailed filing. Detailed filing data is available for this year.$2.18$0.85$1.33$1.31$1.43$0.12
2019Detailed filing. Detailed filing data is available for this year.$2.40$0.77$1.63$2.03$1.91$0.11
2018Detailed filing. Detailed filing data is available for this year.$2.31$0.75$1.56$2.03$1.98$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.11$0.58$1.52$1.47$1.53$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.08$0.61$1.47$1.77$1.75$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.12$0.71$1.41$1.43$1.46$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.03$0.61$1.42$1.66$1.75$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.11$0.67$1.44$1.60
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.14$0.62$1.52$1.71
2011Summary only. Only limited summary data is available for this year.$2.18$0.65$1.53$2.05$1.85$0.19