Civic Intelligence

Oregon Chapter Community Assn DBA Western Oregon Cai

990EZ • Fiscal year 2020 • EIN 93-0772254

Oct 01, 2019 to Sep 30, 2020 • Filed on Feb 25, 2021

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

52nd percentile

0.01x

Higher debt load relative to assets than 52% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

48th percentile

0.00x

Higher debt load relative to revenue than 48% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

65th percentile

12%

Higher net margin than 65% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

75th percentile

22%

Faster asset growth than 75% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2020

Revenue Growth

70th percentile

-5.1%

Faster revenue growth than 70% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2020

Assets

Up

$53,698

Up $17,860 (+50%) from 2018

Net Assets

Up

$53,297

Up $22,301 (+72%) from 2018

Liabilities

Down

$401

Down $4,441 (-92%) from 2018

Revenue

Down

$152,499

Down $16,738 (-9.9%) from 2018

Expenses

Down

$133,868

Down $25,293 (-16%) from 2018

Net Income

Up

$18,631

Up $8,555 (+85%) from 2018

Historical Trend

Balance Sheet Trend

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

2020

Assets$53,698
Liabilities$401
Net Assets$53,297

Operations Trend

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

2020

Revenue$152,499
Expenses$133,868
Net Income$18,631
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Feb 25, 2021
Return Version
2019v5.0
Gross Receipts
$156,684
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.

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

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORIE JARABAPresidentPT$0--
AUBREY BELLOWSSecretaryPT$0--
MARK SIEGELDirectorPT$0--
LAURA HALLTreasurerPT$0--
MIKE GALLAGHERDirectorPT$0--
RYAN HARRISVice PresidePT$0--
DEANA DONEYDirectorPT$0--
SUSAN WESTDirectorPT$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
Lorie Jaraba
Title
President
Phone
5039416964
Signed
2021-02-25
Discuss with paid preparer
Yes

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-ez, Part I, Line 8

Misc income 1,291 total 1,291

Form 990-ez, Part I, Line 16

Expenses office expense 3,873 information technology 1,508 conferences expense 54,479 insurance 3,855 service charges 334 bank fees 92 licences & permits 100 mailbox lease 200 mileage & parking 55 grant 258 board 564 total 65,318

Form 990-ez, Part II, Line 24

Receivable 111 0 total 111 0

Form 990-ez, Part II, Line 26

Credit card payable 2,210 401

Form 990-ez, Part III

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 Appendix131 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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IRS990EZ/BooksInCareOfDetail/PhoneNum05039416964
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0POB 3519 NE 15TH AVE 498
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097212
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt036765
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt018631
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034666
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SUSAN WEST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
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IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherExpensesTotalAmt065318
IRS990EZ/OtherRevenueTotalAmt01291
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CAI 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.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TotalRevenueAmt0152499
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CAIOREGON.ORG
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISC INCOME 1,291 TOTAL 1,291
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE EXPENSE 3,873 INFORMATION TECHNOLOGY 1,508 CONFERENCES EXPENSE 54,479 INSURANCE 3,855 SERVICE CHARGES 334 BANK FEES 92 LICENCES & PERMITS 100 MAILBOX LEASE 200 MILEAGE & PARKING 55 GRANT 258 BOARD 564 TOTAL 65,318
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RECEIVABLE 111 0 TOTAL 111 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CREDIT CARD PAYABLE 2,210 401
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CAI 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.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
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ReturnHeader/Filer/PhoneNum05039416964
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
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ReturnHeader/PreparerPersonGrp/PhoneNum05032972610
ReturnHeader/PreparerPersonGrp/PreparationDt02021-02-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ASIF I MUZAFFARR
ReturnHeader/ReturnTs02021-03-11T23:51:04-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)6 • <$500k nonprofits