Civic Intelligence

Oregon Restaurant and Lodging Association

990 • Fiscal year 2024 • EIN 93-0514708

Oct 01, 2023 to Sep 30, 2024 • Filed on Jan 16, 2025

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

$2,588,311

Up $145,415 (+6.0%) from 2023

Net Assets

Up

$1,987,692

Up $103,951 (+5.5%) from 2023

Liabilities

Up

$600,619

Up $41,464 (+7.4%) from 2023

Revenue And Expenses

Revenue

Up

$2,118,317

Up $54,300 (+2.6%) from 2023

Expenses

Up

$2,185,324

Up $219,142 (+11%) from 2023

Net Income

Down

-$67,007

Down $164,842 (-168%) from 2023

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

2024

Assets$2,588,311
Liabilities$600,619
Net Assets$1,987,692

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

2024

Revenue$2,118,317
Expenses$2,185,324
Net Income-$67,007
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jan 16, 2025
Return Version
2023v6.0
Gross Receipts
$2,118,317
Mission and Program Overview

Mission

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$1,062,625$1,262,150▲ $199,525
Cash and Non-Interest-Bearing Accounts$758,455$647,432▼ $111,023
Accounts Receivable$338,154$565,610▲ $227,456
Land, Buildings, and Equipment, Net$50,478$64,108▲ $13,630
Prepaid Expenses and Deferred Charges$117,843$46,011▼ $71,832
Savings and Temporary Cash Investments$21,168$14,573▼ $6,595
Total Assets$2,442,896$2,588,311▲ $145,415
Other Assets Total$94,173$-11,573▼ $105,746
Liabilities
Deferred Revenue$359,565$395,687▲ $36,122
Accounts Payable and Accrued Expenses$199,590$204,932▲ $5,342
Total Liabilities$559,155$600,619▲ $41,464
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,883,741$1,987,692▲ $103,951
Total Net Assets Fund Balance$1,883,741$1,987,692▲ $103,951
Total Liabilities and Net Assets / Fund Balance$2,442,896$2,588,311▲ $145,415

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$56,284$50,925$107,209
Equipment$7,824$15,349$23,173
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jason BrandtPresident &FT$201,116$5,673$206,789
Jason BrandtPresident & CEO-$201,116$5,673$206,789
John HamiltonCOOFT$146,680$5,673$152,353

Board Members and Trustees

NameTitle
Shannon McmenaminChair
Patrick NofieldVice Chair
Alkesh PatelDirector
Cheri HeltDirector
George SchweitzerDirector
Gillian DuffDirector
Gordon FeighnerDirector
Jake VanderveenDirector
Jim SmithDirector
Joe BuckDirector
Joe LowryDirector
Jolee BankroftDirector
Justin FreemanDirector
Kevin FilipelloDirector
Kurt HuffmanDirector
Marin Arreola IiiDirector
Natalie SheildDirector
Rick TakachDirector
Scott YoungbloodDirector
Terry BichselTrustee / Di
Dhruti PatelEx Officio
Harish PatelImmediate Pa
Katie PoppeSecretary
Tina PatelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,165,737
Investment Income
$51,919
Other Revenue
$-99,339
Change in Net Assets
$-67,007
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,134,039
Salaries, Compensation, and Employee Benefits$1,051,285
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$797,598
All Other Expenses---$210,816
Payroll Taxes---$130,477
Other Employee Benefits---$123,210
Advertising---$118,571
Travel---$99,454
Other Expenses---$98,184
Fees for Services Legal---$64,402
Office Expenses---$31,445
Fees for Services Other---$24,446
Fees for Services Accounting---$22,000
Depreciation Depletion---$18,780
Occupancy---$17,123
Fees for Service Investment Mgmnt Fees---$9,073
Insurance---$8,192
Conferences and Meetings---$4,995
Total Functional Expenses$0$0$0$2,185,324
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$396,291
Current Year Nondeductible Lobbying and Political Cost$337,747
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
Yes
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
2025-01-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shannon Mcmenamin
Formed
1932
Legal Domicile
Or
Voting Board Members
23
Independent Board Members
23
Employees
18

Preparer

Firm
Cross Financial
Address
65 SW YAMHILL ST STE 400, PORTLAND, OR 97204-3315
Preparer
Tristan a Collins
Phone
5032331133
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4IMMEDIATE PA
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE / DI
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/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23EX OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt24PRESIDENT &
IRS990/Form990PartVIISectionAGrp/TitleTxt25COO
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IRS990/Form990TFiledInd0true
IRS990/FormationYr01932
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IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt023
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02118317
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt023
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt08192
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt051919
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt051919
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt01262150
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IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt050478
IRS990/LandBldgEquipBasisNetGrp/EOYAmt064108
IRS990/LandBldgEquipCostOrOtherBssAmt0130382
IRS990/LegalDomicileStateCd0OR
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0ORLA SERVES AS THE LEADING INDUSTRY ADVOCATE, STRIVING TO PROTECT, IMPROVE AND PROMOTE OREGON HOSPITALITY.
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IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01883741
IRS990/NetAssetsOrFundBalancesEOYAmt01987692
IRS990/NetUnrelatedBusTxblIncmAmt05407
IRS990/NetUnrlzdGainsLossesInvstAmt0170958
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01883741
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01987692
IRS990/NondeductibleContributionsInd0true
IRS990/NondeductibleContriDisclInd0true
IRS990/OccupancyGrp/TotalAmt017123
IRS990/OfficeExpensesGrp/TotalAmt031445
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt0-11573
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0123210
IRS990/OtherExpensesGrp/Desc0EVENT EXPENSES MNGT
IRS990/OtherExpensesGrp/Desc1CONTRACT SERVICES
IRS990/OtherExpensesGrp/Desc2SHARED EXPENSES
IRS990/OtherExpensesGrp/Desc3SPECIAL PROJECT EXPENSES
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IRS990/OtherExpensesGrp/TotalAmt1128325
IRS990/OtherExpensesGrp/TotalAmt2103880
IRS990/OtherExpensesGrp/TotalAmt398184
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0117843
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt046011
IRS990/PrincipalOfficerNm0SHANNON MCMENAMIN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MEMEBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1EDUCATION
IRS990/ProgramServiceRevenueGrp/Desc2TRADE SHOW
IRS990/ProgramServiceRevenueGrp/Desc3PROJECT INCOME
IRS990/ProgramServiceRevenueGrp/Desc4SPONSORSHIP
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1510686
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2405790
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3207100
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4152293
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1510686
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2405790
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3207100
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4152293
IRS990/ProgSrvcAccomActy2Grp/Desc02)GOVERNMENT AFFAIRS: PROMOTED THE FOODSERVICE 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 AND LODGING INDUSTRIES.
IRS990/ProgSrvcAccomActy3Grp/Desc03)TRAINING/EDUCATION: PROVIDED EDUCATIONAL ACTIVITIES AND ENHANCED EDUCATIONAL OPPORTUNITIES FOR INDIVIDUALS EMPLOYED IN THE FOODSERVICE AND LODGING INDUSTRIES; ADVANCED SCIENTIFIC RESEARCH AND OTHER KNOWLEDGE ABOUT THE FOODSERVICE AND LODGING PROFESSIONS.
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IRS990/PYInvestmentIncomeAmt096060
IRS990/PYOtherExpensesAmt0942250
IRS990/PYOtherRevenueAmt010882
IRS990/PYProgramServiceRevenueAmt01957075
IRS990/PYRevenuesLessExpensesAmt097835
IRS990/PYSalariesCompEmpBnftPaidAmt01023932
IRS990/PYTotalExpensesAmt01966182
IRS990/PYTotalRevenueAmt02064017
IRS990/ReconcilationRevenueExpnssAmt0-67007
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt06407
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt06407
IRS990/SavingsAndTempCashInvstGrp/BOYAmt021168
IRS990/SavingsAndTempCashInvstGrp/EOYAmt014573
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AggregateReportedDuesNtcAmt0347194
IRS990ScheduleC/AgreeCarryoverPriorYearInd0true
IRS990ScheduleC/CarriedOverAmt049097
IRS990ScheduleC/DuesAssessmentsAmt0785455
IRS990ScheduleC/NonDedLbbyngPltclCyovAmt058544
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt0337747
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt0396291
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/Section527PoliticalOrgGrp/ContributionsRcvdDlvrAmt080312
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN0931299661
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
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt07824
IRS990ScheduleD/EquipmentGrp/DepreciationAmt015349
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt023173
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt056284
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt050925
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0107209

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