Civic Intelligence

Oregon Chapter Community Assn DBA Western Oregon Cai

990EZ • Fiscal year 2018 • EIN 93-0772254

Oct 01, 2017 to Sep 30, 2018 • Filed on Nov 30, 2018

Organization Profilewww.caioregon.org
PO Box 3519 NE 15th Ave PMB 498Portland, OR 97212

(503) 941-6964

Siviq Scores

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

Liabilities / Assets

77th percentile

0.14x

Higher debt load relative to assets than 77% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

66th percentile

0.03x

Higher debt load relative to revenue than 66% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

59th percentile

6.0%

Higher net margin than 59% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$35,838

Down $54,060 (-60%) from 2013

Net Assets

Down

$30,996

Down $58,902 (-66%) from 2013

Liabilities

Up

$4,842

Up $4,842 from 2013

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin59th percentile

Revenue

Up

$169,237

Up $36,276 (+27%) from 2013

Expenses

Up

$159,161

Up $29,118 (+22%) from 2013

Net Income

Up

$10,076

Up $7,158 (+245%) from 2013

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2018

Assets$35,838
Liabilities$4,842
Net Assets$30,996
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$169,237
Expenses$159,161
Net Income$10,076
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Nov 30, 2018
Return Version
2017v2.2
Gross Receipts
$175,166
Mission and Program Overview

Mission

To promote the industry to members.

Program Services

DescriptionGrantsExpenses
Program service activities to help cultivate, promote, and disseminate knowledge and information of concern to members. The organization serves approximately 350 members.--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jed SperaTreasurerPT$0--
Sara EanniPresidentPT$0--
Laura HallPresidentPT$0--
Angela ShinnDirectorPT$0--
Andrea KlopfensteinTreasurerPT$0--
Ryan HarrisDirectorPT$0--
Connie PlowmanSecretaryPT$0--
Deana DoneyDirectorPT$0--
Barb CaseyDirectorPT$0--
Wes FinchumPres ElectPT$0--
Political and Lobbying Activity
In-house lobbying only
Yes
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
Andrea Klopfenstein
Title
Treasurer
Signed
2018-11-30
Discuss with paid preparer
Yes

Preparer

Firm
Foster & Associates CPA LLC
Address
9011 SW BEAVERTON-HILLSDALE HWY 1A, PORTLAND, OR 97225
Preparer
Tamela J Heerwagen
Phone
5032972610
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1124”

Other Expenses.1003

“Information Technology $1377”

Other Expenses.1005

“Travel $90”

Other Expenses.1007

“Conferences, Conventions, and Meetings $85224”

Other Expenses.1012

“Insurance $2609”

Other Expenses.2

“Penalties $2439”

Other Expenses.3

“Credit card fees $1476”

Other Expenses.4

“Payroll service fees $1027”

Other Expenses.5

“Miscellaneous $546”

Other Expenses.6

“Website $506”

Other Expenses.7

“Outreach $264”

Other Expenses.8

“Mailbox Lease $169”

Other Expenses.9

“Credit Card Fraud $54”

Other Expenses.10

“Bank Fees $53”

Other Expenses.11

“Licenses & Permits $50”

Other Expenses.12

“State Taxes $10”

Total Liabilities.1

“Credit Card Payable - Beginning $2439 Credit Card Payable - Ending $4842”

Raw XML Appendix167 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Andrea Klopfenstein
IRS990EZ/BooksInCareOfDetail/PhoneNum09712582826
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0POB 3519 NE 15th Ave 498
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Portland
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097212
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023359
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035838
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010076
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt02860
IRS990EZ/GrossReceiptsAmt0175166
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt085
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt022968
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020920
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030996
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020920
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030996
IRS990EZ/OccupancyRentUtltsAndMaintAmt01200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jed Spera
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sara Eanni
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Laura Hall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Angela Shinn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Andrea Klopfenstein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Ryan Harris
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Connie Plowman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Deana Doney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Barb Casey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Wes Finchum
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Pres Elect
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt097018
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To promote the industry to members.
IRS990EZ/PrintingPublicationsPostageAmt08092
IRS990EZ/ProgramServiceRevenueAmt0149253
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Program service activities to help cultivate, promote, and disseminate knowledge and information of concern to members. The organization serves approximately 350 members.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt052851
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt05929
IRS990EZ/SpecialEventsNetIncomeLossAmt0-3069
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02439
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04842
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0159161
IRS990EZ/TotalRevenueAmt0169237
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.caioregon.org
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1124
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $1377
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $90
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences, Conventions, and Meetings $85224
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $2609
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Penalties $2439
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Credit card fees $1476
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Payroll service fees $1027
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Miscellaneous $546
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Website $506
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Outreach $264
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Mailbox Lease $169
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Credit Card Fraud $54
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Bank Fees $53
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Licenses & Permits $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15State Taxes $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Credit Card Payable - Beginning $2439 Credit Card Payable - Ending $4842
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Total Liabilities.1
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Andrea Klopfenstein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Oregon Chapter Community Assn
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
ReturnHeader/Filer/USAddress/ZIPCd097212
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461881127
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOSTER & ASSOCIATES CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09011 SW BEAVERTON-HILLSDALE HWY 1A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097225
ReturnHeader/PreparerPersonGrp/PhoneNum05032972610
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tamela J Heerwagen
ReturnHeader/ReturnTs02018-11-30T14:22:52-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-10-01
ReturnHeader/TaxPeriodEndDt02018-09-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,838
Liabilities
$4,842
Net assets
$30,996
Revenue
$169,237
Expenses
$159,161
Net income
$10,076
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$2.40$2.35$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.87$0.87$1.79$1.91$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.55$0.55$1.79$1.77$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.54$0.01$0.53$1.11$1.12$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.53$1.52$1.34$0.19
2018Detailed filing. Detailed filing data is available for this year.$0.36$0.05$0.31$1.69$1.59$0.10
2013Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$1.33$1.30$0.03
2012Summary only. Only limited summary data is available for this year.$0.88$0.01$1.14$0.95$0.18
2011Summary only. Only limited summary data is available for this year.$0.69$0.01$1.11$1.16$0.06