Civic Intelligence

Oregon Trial Lawyers Association

EIN 93-0605471 • 501(c)6 • Portland, OR

View Organization Page

Profile

Promote the legal profession, the rights of injured persons, to improve the legal system, and to provide education opportunities and other services to its members.

812 SW Washington St 900Portland, OR 97205

www.oregontriallawyers.org

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.16x

Higher debt load relative to assets than 53% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.22x

Higher debt load relative to revenue than 57% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Net Margin

96th percentile

49%

Higher net margin than 96% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

93rd percentile

$379,509

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 11.2% of source-year revenue.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Asset Growth

97th percentile

80%

Faster asset growth than 97% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

77%

Faster revenue growth than 95% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$4,465,870

Up $1,981,347 (+80%) from 2023

Liabilities

Down

$736,798

Down $113,823 (-13%) from 2023

Net Assets

Up

$3,729,072

Up $2,095,170 (+128%) from 2023

Operations
Liabilities / Revenue57th percentileNet Margin96th percentile

Revenue

Up

$3,374,274

Up $1,463,617 (+77%) from 2023

Expenses

Down

$1,706,525

Down $3,731 (-0.2%) from 2023

Net Income

Up

$1,667,749

Up $1,467,348 (+732%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth97th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $259,201Liabilities 2011: $221,374Net Assets 2011: $37,8272011Assets 2012: $320,578Liabilities 2012: $257,393Net Assets 2012: $63,1852012Assets 2013: $364,698Liabilities 2013: $285,263Net Assets 2013: $79,4352013Assets 2014: $438,124Liabilities 2014: $287,063Net Assets 2014: $151,0612014Assets 2015: $512,713Liabilities 2015: $288,924Net Assets 2015: $223,7892015Assets 2016: $748,683Liabilities 2016: $394,748Net Assets 2016: $353,9352016Assets 2017: $819,275Liabilities 2017: $425,813Net Assets 2017: $393,4622017Assets 2018: $737,070Liabilities 2018: $342,541Net Assets 2018: $394,5292018Assets 2019: $926,684Liabilities 2019: $394,621Net Assets 2019: $532,0632019Assets 2020: $1,567,577Liabilities 2020: $408,640Net Assets 2020: $1,158,9372020Assets 2021: $1,863,833Liabilities 2021: $413,615Net Assets 2021: $1,450,2182021Assets 2022: $2,107,213Liabilities 2022: $926,862Net Assets 2022: $1,180,3512022Assets 2023: $2,484,523Liabilities 2023: $850,621Net Assets 2023: $1,633,9022023Assets 2024: $4,465,870Liabilities 2024: $736,798Net Assets 2024: $3,729,0722024

Highlighted filing

2024

Assets$4,465,870
Liabilities$736,798
Net Assets$3,729,072
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $954,345Expenses 2011: $933,990Net Income 2011: $20,3552011Expenses 2012: $995,7942012Revenue 2013: $1,165,321Expenses 2013: $1,130,721Net Income 2013: $34,6002013Revenue 2014: $1,144,380Expenses 2014: $1,072,754Net Income 2014: $71,6262014Revenue 2015: $1,284,657Expenses 2015: $1,217,475Net Income 2015: $67,1822015Revenue 2016: $1,326,021Expenses 2016: $1,220,926Net Income 2016: $105,0952016Revenue 2017: $1,350,749Expenses 2017: $1,364,055Net Income 2017: -$13,3062017Revenue 2018: $1,461,274Expenses 2018: $1,398,335Net Income 2018: $62,9392018Revenue 2019: $1,587,276Expenses 2019: $1,538,843Net Income 2019: $48,4332019Revenue 2020: $1,844,787Expenses 2020: $1,301,816Net Income 2020: $542,9712020Revenue 2021: $1,472,014Expenses 2021: $1,317,194Net Income 2021: $154,8202021Revenue 2022: $1,678,422Expenses 2022: $1,617,063Net Income 2022: $61,3592022Revenue 2023: $1,910,657Expenses 2023: $1,710,256Net Income 2023: $200,4012023Revenue 2024: $3,374,274Expenses 2024: $1,706,525Net Income 2024: $1,667,7492024

Highlighted filing

2024

Revenue$3,374,274
Expenses$1,706,525
Net Income$1,667,749
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$4,465,870
Liabilities
$736,798
Net assets
$3,729,072
Revenue
$3,374,274
Expenses
$1,706,525
Net income
$1,667,749
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.47$0.74$3.73$3.37$1.71$1.67
2023Summary only. Only limited summary data is available for this year.$2.48$0.85$1.63$1.91$1.71$0.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.11$0.93$1.18$1.68$1.62$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.41$1.45$1.47$1.32$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.41$1.16$1.84$1.30$0.54
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.39$0.53$1.59$1.54$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.34$0.39$1.46$1.40$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.43$0.39$1.35$1.36$0.01
2016Summary only. Only limited summary data is available for this year.$0.75$0.39$0.35$1.33$1.22$0.11
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.29$0.22$1.28$1.22$0.07
2014Summary only. Only limited summary data is available for this year.$0.44$0.29$0.15$1.14$1.07$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.36$0.29$0.08$1.17$1.13$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.26$0.06$1.00
2011Summary only. Only limited summary data is available for this year.$0.26$0.22$0.04$0.95$0.93$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 3, 2025
Return Version
2024v5.2
Gross Receipts
$3,731,440
Mission and Program Overview

Mission

We stand up in the courtroom and in the halls of government for people. We defend your constitutional right to have your day in court. We hold corporate and other powerful interests accountable.

Dedicated to protecting people, holding wrongdoers accountable, and promoting a fair and equitable justice system

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,382,831$3,042,670▲ $1,659,839
Savings and Temporary Cash Investments$602,497$1,038,231▲ $435,734
Prepaid Expenses and Deferred Charges$31,040$43,138▲ $12,098
Land, Buildings, and Equipment, Net$23,611$19,649▼ $3,962
Accounts Receivable$9,030$2,512▼ $6,518
Cash and Non-Interest-Bearing Accounts$379$299▼ $80
Total Assets$2,484,523$4,465,870▲ $1,981,347
Other Assets Total$435,135$319,371▼ $115,764
Liabilities
Other Liabilities$507,741$378,382▼ $129,359
Deferred Revenue$210,945$220,701▲ $9,756
Accounts Payable and Accrued Expenses$131,935$137,715▲ $5,780
Total Liabilities$850,621$736,798▼ $113,823
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,362,791$1,942,301▲ $579,510
Net Assets With Donor Restrictions$271,111$1,786,771▲ $1,515,660
Total Net Assets Fund Balance$1,633,902$3,729,072▲ $2,095,170
Total Liabilities and Net Assets / Fund Balance$2,484,523$4,465,870▲ $1,981,347

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$19,649$88,014$107,663
Other Assets Org$319,371--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth BernardExecutive DirectorFT$238,492$141,017$379,509
Arthur TowersPolitical DirectorFT$164,511$29,119$193,630

Board Members and Trustees

NameTitle
Rob KlineImmediate Past President
Melissa BobadillaPresident
Brent BartonPresident-elect
Ashley Rosenbaum-depaloBoard Member
Blair TownsendBoard Member
Christopher HillBoard Member
Cody BerneBoard Member
Derek JohnsonBoard Member
Emily JohnsonBoard Member
Erin ChristisonBoard Member
Jennifer MiddletonBoard Member
Jeremiah RossBoard Member
Jovita WangBoard Member
Keith DozierBoard Member
Kelly AndersenBoard Member
Lara JohnsonBoard Member
Lowell MckelveyBoard Member
Mark GinsbergBoard Member
Michael WiseBoard Member
Mona MoghimianBoard Member
Nadia DahabBoard Member
Quinn KuranzBoard Member
Ronald ElzingaBoard Member
Ryan JenningsBoard Member
Shannon ConleyBoard Member
Shenoa PayneBoard Member
Sonya FischerBoard Member
THOMAS D'AMOREBoard Member
Talia GuerrieroBoard Member
Tim WilliamsBoard Member
Ron ChengParliamentarian
Rob Beatty-waltersSecretary-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,943,042
Program Service Revenue
$1,252,868
Investment Income
$89,161
Other Revenue
$89,203
All Other Contributions
$1,419,492
Change in Net Assets
$1,667,749
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$913,825
Other Expenses$792,700
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---$379,509
Other Salaries and Wages---$372,262
Conferences and Meetings---$341,587
Occupancy---$126,959
Office Expenses---$75,389
Payroll Taxes---$63,472
Other Employee Benefits---$54,451
Pension Plan Contributions---$44,131
Information Technology---$37,430
Fees for Services Other---$35,737
All Other Expenses---$22,542
Other Expenses---$21,595
Fees for Services Accounting---$16,850
Travel---$15,188
Insurance---$12,481
Fees for Service Investment Mgmnt Fees---$9,710
Depreciation Depletion---$8,486
Fees for Services Lobbying---$4,628
Total Functional Expenses$0$0$0$1,706,525
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$198,256
Total Nondeductible Lobbying and Political Cost$-240,479
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$376,475
Funds Held for Others$1,907
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
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

“The organization has members.”

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

“Members of the organization elect the organization's board of governors.”

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

“The executive and budget committees will review the 990 before it is submitted.”

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

“The organization asks each board member to fill out a conflict of interest form at the start of each board year and to notify the organization if any changes occur throughout the year. A verbal conflict check is done at the beginning and end of every board meeting.”

Form 990, Part VI, Section B, Line 15

“Review and approval by executive committee using various factors, such as review of comparable compensation for similarly qualified persons in comparable positions, performance evaluations, cost of living increases and other factors as considered relevant.”

Form 990, Part VI, Section C, Line 19

“The organization does not make its governing documents, conflict of interest policy, and financial statements available to the public.”

Filing and Contact Details

Filer

Filer Name
Oregon Trial Lawyers Association
EIN
93-0605471
Phone
5032235587
Address
812 SW WASHINGTON ST 900, PORTLAND, OR 97205

Signing Officer

Name
Elizabeth Bernard
Title
Executive Director
Phone
5032235587
Signed
2025-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elizabeth Bernard
Formed
1992
Legal Domicile
Or
Voting Board Members
32
Independent Board Members
32
Employees
8
Volunteers
0

Preparer

Firm
Mcdonald Jacobs Pc
Address
121 SW SALMON ST STE 1100, PORTLAND, OR 97204
Preparer
Sang Ahn
Phone
5032270581
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The association follows the provisions of fasb asc topic 740 accounting for uncertainty in income taxes. Management has evaluated the associations tax positions and concluded that there are no uncertain tax positions that require adjustment to the financial statements to comply with provisions of this topic.”

Raw XML AppendixShowing 400 of 669 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.

Path#Value
IRS990/AccountantCompileOrReviewInd01
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IRS990/ActivityOrMissionDesc0DEDICATED TO PROTECTING PEOPLE, HOLDING WRONGDOERS ACCOUNTABLE, AND PROMOTING A FAIR AND EQUITABLE JUSTICE SYSTEM
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IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
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