Civic Intelligence

Oregon Chapter Community Assn DBA Western Oregon Cai

990EZ • Fiscal year 2023 • EIN 93-0772254

Oct 01, 2022 to Sep 30, 2023 • Filed on Jul 18, 2024

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

33rd percentile

-6.5%

Higher net margin than 33% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Asset Growth

93rd percentile

59%

Faster asset growth than 93% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

40th percentile

0.1%

Faster revenue growth than 40% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$87,234

Up $32,439 (+59%) from 2022

Net Assets

Up

$87,234

Up $32,439 (+59%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$178,845

Up $203 (+0.1%) from 2022

Expenses

Up

$190,547

Up $13,915 (+7.9%) from 2022

Net Income

Down

-$11,702

Down $13,712 (-682%) from 2022

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

2023

Assets$87,234
Liabilities-
Net Assets$87,234

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

2023

Revenue$178,845
Expenses$190,547
Net Income-$11,702
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Jul 18, 2024
Return Version
2022v5.0
Gross Receipts
$187,287
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.--
THE LAC IS A VOLUNTEER ORGANIZATION MADE UP OF COMMUNITY ASSOCIATION MEMBERS, COMMUNITY ASSOCIATION MANAGERS, AND COMMUNITY ASSOCIATION BUSINESS PARTNERS. WE WORK WITH OUR NATIONAL CAI ORGANIZATION AND OUR LOCAL CHAPTERS TO SPEAK WITH ONE VOICE ON LEGISLATIVE AND REGULATORY MATTERS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELINDA PURSLEYPresidentPT$0--
ASHLEY YORRAPresident El-$0--
MARK SIEGELTreasurer-$0--
LORIE JARABASecretary-$0--
MIKE GALLAGHERDirector-$0--
KARINA HALEYDirector-$0--
MIKE LINDORDirector-$0--
KELLER BAUMDirector-$0--
HOLLY ELLIOTTDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$20,853$20,853$1,500$19,353
Total Events$20,853$20,853$4,960$15,893
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
Laura Mcdermott
Title
Executive Director
Phone
5039416964
Signed
2024-07-18
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 16

Expenses advertising 157 office expense 849 information technology 1,517 travel 75 conferences expense 82,556 insurance 5,073 mileage & parking 90 bank fees 1,097 mailbox lease 192 meeting expenses 839 membership drive 1,202 meals and entertainment 885 dues & subscriptions 1,030 miscellaneous expenses 50 training 2,382 licenses and permits 150 total 98,144

Form 990-ez, Part I, Line 20

Bank account not on prior returns 44,141

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.

Form 990-ez, Part III, Line 29

The lac is a volunteer organization made up of community association members, community association managers, and community association business partners. We work with our national cai organization and our local chapters to speak with one voice on legislative and regulatory matters.

Raw XML Appendix146 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/USAddress/CityNm0PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097212
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LORIE JARABA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MIKE GALLAGHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KARINA HALEY
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
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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.
IRS990EZ/ProgramServiceRevenueAmt0133707
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IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt0460
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt03000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 157 OFFICE EXPENSE 849 INFORMATION TECHNOLOGY 1,517 TRAVEL 75 CONFERENCES EXPENSE 82,556 INSURANCE 5,073 MILEAGE & PARKING 90 BANK FEES 1,097 MAILBOX LEASE 192 MEETING EXPENSES 839 MEMBERSHIP DRIVE 1,202 MEALS AND ENTERTAINMENT 885 DUES & SUBSCRIPTIONS 1,030 MISCELLANEOUS EXPENSES 50 TRAINING 2,382 LICENSES AND PERMITS 150 TOTAL 98,144
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK ACCOUNT NOT ON PRIOR RETURNS 44,141
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CAI 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/ExplanationTxt3THE LAC IS A VOLUNTEER ORGANIZATION MADE UP OF COMMUNITY ASSOCIATION MEMBERS, COMMUNITY ASSOCIATION MANAGERS, AND COMMUNITY ASSOCIATION BUSINESS PARTNERS. WE WORK WITH OUR NATIONAL CAI ORGANIZATION AND OUR LOCAL CHAPTERS TO SPEAK WITH ONE VOICE ON LEGISLATIVE AND REGULATORY MATTERS.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 29
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA MCDERMOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05039416964
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OREGON CHAPTER COMMUNITY ASSN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DBA WESTERN OREGON CAI
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ReturnHeader/Filer/EIN0930772254
ReturnHeader/Filer/PhoneNum05039416964
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ReturnHeader/Filer/USAddress/CityNm0PORTLAND
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ReturnHeader/Filer/USAddress/ZIPCd097212
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461881127
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOSTER & ASSOCIATES CPA LLC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0972252452
ReturnHeader/PreparerPersonGrp/PhoneNum05032972610
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ASIF I MUZAFFARR
ReturnHeader/ReturnTs02024-07-24T17:53:16-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LAURA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCDERMOTT
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

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