Civic Intelligence

Oregon Chapter Community Assn DBA Western Oregon Cai

EIN 93-0772254 • 501(c)6 • Portland, OR

Profile

Cai provides education and resources to community association board members and owners, professional managers, association management companies and other businesses and professionals who provide products and services to community associations.

PO Box 3519 NE 15th Ave Pmb 498Portland, OR 97212

www.caioregon.org

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 2024

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

53rd percentile

2.0%

Higher net margin than 53% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

63rd percentile

5.6%

Faster asset growth than 63% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

34%

Faster revenue growth than 85% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$92,096

Up $4,862 (+5.6%) from 2023

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Up

$92,096

Up $4,862 (+5.6%) from 2023

Revenue

Up

$239,969

Up $61,124 (+34%) from 2023

Expenses

Up

$235,107

Up $44,560 (+23%) from 2023

Net Income

Up

$4,862

Up $16,564 (+142%) from 2023

Trend Graphs

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $69,474Liabilities 2011: $9922011Assets 2012: $87,927Liabilities 2012: $9472012Assets 2013: $89,898Liabilities 2013: $0Net Assets 2013: $89,8982013Assets 2018: $35,838Liabilities 2018: $4,842Net Assets 2018: $30,9962018Assets 2020: $53,698Liabilities 2020: $401Net Assets 2020: $53,2972020Assets 2021: $54,054Liabilities 2021: $1,269Net Assets 2021: $52,7852021Assets 2022: $54,795Net Assets 2022: $54,7952022Assets 2023: $87,234Net Assets 2023: $87,2342023Assets 2024: $92,096Liabilities 2024: $0Net Assets 2024: $92,0962024

Highlighted filing

2024

Assets$92,096
Liabilities$0
Net Assets$92,096

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $110,502Expenses 2011: $116,067Net Income 2011: -$5,5652011Revenue 2012: $113,956Expenses 2012: $95,458Net Income 2012: $18,4982012Revenue 2013: $132,961Expenses 2013: $130,043Net Income 2013: $2,9182013Revenue 2018: $169,237Expenses 2018: $159,161Net Income 2018: $10,0762018Revenue 2020: $152,499Expenses 2020: $133,868Net Income 2020: $18,6312020Revenue 2021: $111,051Expenses 2021: $111,563Net Income 2021: -$5122021Revenue 2022: $178,642Expenses 2022: $176,632Net Income 2022: $2,0102022Revenue 2023: $178,845Expenses 2023: $190,547Net Income 2023: -$11,7022023Revenue 2024: $239,969Expenses 2024: $235,107Net Income 2024: $4,8622024

Highlighted filing

2024

Revenue$239,969
Expenses$235,107
Net Income$4,862

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 12, 2025
Return Version
2023v6.0
Gross Receipts
$251,242
Mission and Program Overview

Mission

To promote the industry to members.

Cai provides education and resources to community association board members and owners, professional managers, association management companies and other businesses and professionals who provide products and services to community associations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$87,234$92,096▲ $4,862
Total Assets$87,234$92,096▲ $4,862
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$87,234$92,096▲ $4,862
Total Net Assets Fund Balance$87,234$92,096▲ $4,862
Total Liabilities and Net Assets / Fund Balance$87,234$92,096▲ $4,862
Compensation and Service Providers

Board Members and Trustees

NameTitle
Melinda PursleyPresident
Ashley YorraPresident El
Holly ElliottDirector
Keller BaumDirector
Lorie JarabaDirector
Mike GallagherDirector
Mike LindorDirector
Karina HaleySecretary
Mark SiegelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$207,834
Investment Income
$851
Other Revenue
$31,284
Change in Net Assets
$4,862
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$136,587
Salaries, Compensation, and Employee Benefits$98,520
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$110,541
Other Salaries and Wages---$84,761
Payroll Taxes---$7,726
Fees for Services Accounting---$7,051
Other Employee Benefits---$5,553
Insurance---$4,185
Office Expenses---$2,723
All Other Expenses---$1,855
Fees for Services Other---$1,434
Other Expenses---$1,374
Information Technology---$1,323
Pension Plan Contributions---$480
Advertising---$80
Total Functional Expenses$0$0$0$235,107
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$42,557
Fundraising Direct Expenses$11,273
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$24,449$24,449-$24,449
Annual Gala$8,708$8,708$172$8,536
Total Events$33,157$33,157$11,273$21,884
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

We are a nonprofit association with an elected board of directors that serves as the governing body, as well as various classes of members (the classes consist of community association volunteers, community managers, business partners, and management companies). The board of directors is required to have representation of at least two community association volunteers, two community managers, and two business partner members, as well as three members at large.

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

The board of directors is required to have representation of at least two community association volunteers, two community managers, and two business partner members, as well as three members at large. Each member is able to vote for individuals nominated to the board.

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

The members have voting rights to elect the members of the board of directors; and in that way have input into the association's activities.

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

Prior to the board of directors receiving a copy of the form 990, the accountant and executive director conduct a review of the document. The members of the board of directors then receive a copy of the complete 990 before it is filed with the irs, the e-file form is signed and the accountant is instructed to file the form 990 with the irs.

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

Our conflict of interest policy covers the board of directors and staff. Persons covered by this policy review it annually and are required to disclose potential conflicts to the president. The president then follows guidelines in the policy to determine the next steps including, but not limited to, disclosure to the board, recusal from discussions and/or decisions, and resignation. In addition, the staff monitors proposed or ongoing transactions for conflicts of interest and discloses them to the president in order to deal wth potential or actual conflicts, whether discovered before or after the transaction has occurred.

Form 990, Page 6, Part VI, Line 19

Copies of governing documents (articles of incorporation, bylaws, and policies), form 990 filings, and any other legally required documents are made available for public inspection by request in person at the association office or in writing.

Filing and Contact Details

Filer

Filer Name
Oregon Chapter Community Assn
EIN
93-0772254
Phone
5039416964
Address
PO BOX 3519 NE 15TH AVE PMB 498, PORTLAND, OR 97212

Signing Officer

Name
Laura Mcdermott
Title
Executive Director
Phone
5039416964
Signed
2025-08-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Melinda Pursley
Formed
1980
Legal Domicile
Or
Voting Board Members
9
Independent Board Members
9
Employees
1

Preparer

Firm
Foster & Associates CPA LLC
Address
9011 SW BEAVERTON HILLSDALE HWY STE, PORTLAND, OR 97225-2452
Preparer
Asif I Muzaffarr
Phone
5032972610
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Cai provides education and resources to community association board members and owners, professional managers, association management companies and other businesses and professionals who provide products and services to community associations.

Raw XML Appendix335 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/TitleTxt1PRESIDENT EL
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CAI PROVIDES EDUCATION AND RESOURCES TO COMMUNITY ASSOCIATION BOARD MEMBERS AND OWNERS, PROFESSIONAL MANAGERS, ASSOCIATION MANAGEMENT COMPANIES AND OTHER BUSINESSES AND PROFESSIONALS WHO PROVIDE PRODUCTS AND SERVICES TO COMMUNITY ASSOCIATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WE ARE A NONPROFIT ASSOCIATION WITH AN ELECTED BOARD OF DIRECTORS THAT SERVES AS THE GOVERNING BODY, AS WELL AS VARIOUS CLASSES OF MEMBERS (THE CLASSES CONSIST OF COMMUNITY ASSOCIATION VOLUNTEERS, COMMUNITY MANAGERS, BUSINESS PARTNERS, AND MANAGEMENT COMPANIES). THE BOARD OF DIRECTORS IS REQUIRED TO HAVE REPRESENTATION OF AT LEAST TWO COMMUNITY ASSOCIATION VOLUNTEERS, TWO COMMUNITY MANAGERS, AND TWO BUSINESS PARTNER MEMBERS, AS WELL AS THREE MEMBERS AT LARGE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS IS REQUIRED TO HAVE REPRESENTATION OF AT LEAST TWO COMMUNITY ASSOCIATION VOLUNTEERS, TWO COMMUNITY MANAGERS, AND TWO BUSINESS PARTNER MEMBERS, AS WELL AS THREE MEMBERS AT LARGE. EACH MEMBER IS ABLE TO VOTE FOR INDIVIDUALS NOMINATED TO THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE MEMBERS HAVE VOTING RIGHTS TO ELECT THE MEMBERS OF THE BOARD OF DIRECTORS; AND IN THAT WAY HAVE INPUT INTO THE ASSOCIATION'S ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PRIOR TO THE BOARD OF DIRECTORS RECEIVING A COPY OF THE FORM 990, THE ACCOUNTANT AND EXECUTIVE DIRECTOR CONDUCT A REVIEW OF THE DOCUMENT. THE MEMBERS OF THE BOARD OF DIRECTORS THEN RECEIVE A COPY OF THE COMPLETE 990 BEFORE IT IS FILED WITH THE IRS, THE E-FILE FORM IS SIGNED AND THE ACCOUNTANT IS INSTRUCTED TO FILE THE FORM 990 WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OUR CONFLICT OF INTEREST POLICY COVERS THE BOARD OF DIRECTORS AND STAFF. PERSONS COVERED BY THIS POLICY REVIEW IT ANNUALLY AND ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS TO THE PRESIDENT. THE PRESIDENT THEN FOLLOWS GUIDELINES IN THE POLICY TO DETERMINE THE NEXT STEPS INCLUDING, BUT NOT LIMITED TO, DISCLOSURE TO THE BOARD, RECUSAL FROM DISCUSSIONS AND/OR DECISIONS, AND RESIGNATION. IN ADDITION, THE STAFF MONITORS PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND DISCLOSES THEM TO THE PRESIDENT IN ORDER TO DEAL WTH POTENTIAL OR ACTUAL CONFLICTS, WHETHER DISCOVERED BEFORE OR AFTER THE TRANSACTION HAS OCCURRED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COPIES OF GOVERNING DOCUMENTS (ARTICLES OF INCORPORATION, BYLAWS, AND POLICIES), FORM 990 FILINGS, AND ANY OTHER LEGALLY REQUIRED DOCUMENTS ARE MADE AVAILABLE FOR PUBLIC INSPECTION BY REQUEST IN PERSON AT THE ASSOCIATION OFFICE OR IN WRITING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0235107
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt087234
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt092096
IRS990/TotalProgramServiceRevenueAmt0207834
IRS990/TotalRevenueGrp/ExclusionAmt032135
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0207834
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0239969
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt087234
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt092096
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IRS990/USAddress/CityNm0PORTLAND
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA MCDERMOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05039416964
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OREGON CHAPTER COMMUNITY ASSN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DBA WESTERN OREGON CAI
ReturnHeader/Filer/BusinessNameControlTxt0OREG
ReturnHeader/Filer/EIN0930772254
ReturnHeader/Filer/PhoneNum05039416964
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3519 NE 15TH AVE PMB 498
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461881127
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOSTER & ASSOCIATES CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09011 SW BEAVERTON HILLSDALE HWY STE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0972252452
ReturnHeader/PreparerPersonGrp/PhoneNum05032972610
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ASIF I MUZAFFARR
ReturnHeader/ReturnTs02025-08-14T20:21:57-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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