Civic Intelligence

Oregon Association of Area Agencies on Aging Inc.

990 • Fiscal year 2014 • EIN 93-0938966

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 18, 2014

Organization Profilewww.o4ad.org
PO Box 277797308

(503) 463-8692

Siviq Scores

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

Liabilities / Assets

69th percentile

0.04x

Higher debt load relative to assets than 69% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

77th percentile

0.06x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

69th percentile

13%

Higher net margin than 69% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

64th percentile

12%

Faster asset growth than 64% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$488,812

Up $50,774 (+12%) from 2013

Net Assets

Up

$471,152

Up $42,472 (+9.9%) from 2013

Liabilities

Up

$17,660

Up $8,302 (+89%) from 2013

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin69th percentile

Revenue

$315,446

No earlier filing loaded for comparison.

Expenses

Up

$272,974

Up $4,806 (+1.8%) from 2013

Net Income

$42,472

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $377,925Liabilities 2010: $14,248Net Assets 2010: $363,6772010Assets 2011: $396,599Liabilities 2011: $17,644Net Assets 2011: $378,9552011Assets 2012: $425,528Liabilities 2012: $17,399Net Assets 2012: $408,1292012Assets 2013: $438,038Liabilities 2013: $9,358Net Assets 2013: $428,6802013Assets 2014: $488,812Liabilities 2014: $17,660Net Assets 2014: $471,1522014Assets 2015: $536,345Liabilities 2015: $12,862Net Assets 2015: $523,4832015Assets 2016: $642,114Liabilities 2016: $16,706Net Assets 2016: $625,4082016Assets 2017: $725,749Liabilities 2017: $58,223Net Assets 2017: $667,5262017Assets 2018: $798,777Liabilities 2018: $16,923Net Assets 2018: $781,8542018Assets 2019: $918,328Liabilities 2019: $17,109Net Assets 2019: $901,2192019Assets 2020: $1,106,539Liabilities 2020: $15,549Net Assets 2020: $1,090,9902020Assets 2021: $1,107,714Liabilities 2021: $15,641Net Assets 2021: $1,092,0732021Assets 2022: $1,590,935Liabilities 2022: $1,750Net Assets 2022: $1,589,1852022Assets 2023: $1,711,639Liabilities 2023: $222Net Assets 2023: $1,711,4172023Assets 2024: $1,883,308Liabilities 2024: $100Net Assets 2024: $1,883,2082024

Highlighted filing

2014

Assets$488,812
Liabilities$17,660
Net Assets$471,152
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0Revenue 2010: $271,671Expenses 2010: $257,375Net Income 2010: $14,2962010Expenses 2011: $267,2712011Expenses 2012: $266,7992012Expenses 2013: $268,1682013Revenue 2014: $315,446Expenses 2014: $272,974Net Income 2014: $42,4722014Revenue 2015: $323,241Expenses 2015: $270,910Net Income 2015: $52,3312015Revenue 2016: $342,690Expenses 2016: $240,765Net Income 2016: $101,9252016Revenue 2017: $338,956Expenses 2017: $296,838Net Income 2017: $42,1182017Revenue 2018: $361,322Expenses 2018: $246,994Net Income 2018: $114,3282018Revenue 2019: $458,244Expenses 2019: $338,879Net Income 2019: $119,3652019Revenue 2020: $646,887Expenses 2020: $457,116Net Income 2020: $189,7712020Revenue 2021: $370,544Expenses 2021: $369,461Net Income 2021: $1,0832021Revenue 2022: $814,497Expenses 2022: $317,385Net Income 2022: $497,1122022Revenue 2023: $625,133Expenses 2023: $502,901Net Income 2023: $122,2322023Revenue 2024: $724,787Expenses 2024: $552,996Net Income 2024: $171,7912024

Highlighted filing

2014

Revenue$315,446
Expenses$272,974
Net Income$42,472
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 18, 2014
Return Version
2013v3.1
Gross Receipts
$315,446
Mission and Program Overview

Mission

The oregon association of area agencies on aging and disabilities is committed to promoting the independence, dignity, choice, quality and safety of oregon's seniors and people with disabilities.

O4AD, the Oregon Association of Area Agencies on Aging and Disabilities, represents the 17 Area Agencies on Aging in Oregon. These agencies, fulfilling the work of the Older Americans' Act as well as providing state mandated medicaid services to Oregon's seniors and people with disabilities, cover all corners of the state and represent over 90% of this population receiving services. O4AD works to help ensure adequate funding and support to programs, services, and supports for seniors and people with physical disabilities throughout the state. This help was through advocacy, training, and education. Key to this work was our efforts to sustain Oregon Project Independence, build supports for our Medicaid system within Oregon, and expand home and community based care. O4AD provided trainings to advocates, staff, and the public regarding issues and topics such as family caregivers, lifespan respite, as well as topics relative to program managers, nutrition staff, contract/fiscal staff, and

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$293,085$322,470▲ $29,385
Savings and Temporary Cash Investments$121,417$141,116▲ $19,699
Accounts Receivable-$1,653-
Land, Buildings, and Equipment, Net$466$354▼ $112
Pledges and Grants Receivable$70$0▼ $70
Intangible Assets$32$0▼ $32
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$438,038$488,812▲ $50,774
Other Assets Total$22,968$23,219▲ $251
Liabilities
Accounts Payable and Accrued Expenses$979$7,556▲ $6,577
Other Liabilities$4,885$6,114▲ $1,229
Deferred Revenue$3,494$3,990▲ $496
Total Liabilities$9,358$17,660▲ $8,302
Net Assets / Fund Balance
Unrestricted Net Assets$300,939$323,262▲ $22,323
Temporarily Rstr Net Assets$127,741$147,890▲ $20,149
Total Net Assets Fund Balance$428,680$471,152▲ $42,472
Total Liabilities and Net Assets / Fund Balance$438,038$488,812▲ $50,774

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$354$18,937$19,291
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
Rodney SchroederChairman
Peggy BreyVice Chair
Angela LambornDirector
Brenda DurbinDirector
Dan BrownDirector
Dave TolerDirector
JJ McLeodDirector
Jeanne WrightDirector
Jody ClineDirector
Loni DebbanDirector
Marci McMurphyDirector
Margaret DavidsonDirector
Marvin PohlDirector
Matt VerdieckDirector
Melinda ComptonDirector
Scott BondDirector
Jeff HillSec/Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Nicole Palmateer-ArmstrongSupport-$120,000
Revenue and Support

Revenue Composition

Contributions and Grants
$173,928
Program Service Revenue
$134,215
Investment Income
$156
Other Revenue
$7,147
All Other Contributions
$173,928
Change in Net Assets
$42,472
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$152,974
Salaries, Compensation, and Employee Benefits$120,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$120,000--$120,000
Fees for Services Lobbying$25,000--$25,000
Conferences and Meetings$12,415--$12,415
All Other Expenses$3,779$3,560-$7,339
Travel$6,393$710-$7,103
Occupancy$564$5,076-$5,640
Other Expenses$4,259$473-$4,732
Insurance$308$2,771-$3,079
Fees for Services Accounting$286$2,570-$2,856
Office Expenses$167$1,499-$1,666
Fees for Services Other$250--$250
Depreciation Depletion-$144-$144
Total Functional Expenses$254,496$18,478$0$272,974
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$3,800
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No

Section 527 Organizations

OrganizationLocationAmount
26-3815089-$25,000
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Commissions payable$4,787
Credit card payable$1,280
Interest payable$47
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

EIN
93-0938966
Phone
5034638692

Signing Officer

Name
Rodney Schroeder
Title
Chairman
Signed
2014-11-18
Discuss with paid preparer
Yes

Organization Details

Formed
1979
Legal Domicile
Or
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
100

Preparer

Preparer
Sandra R Melhorn
Phone
5033911814
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IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Sec/Treasurer
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IRS990/MembersOrStockholdersInd0false
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OfficeExpensesGrp/ProgramServicesAmt0167
IRS990/OfficeExpensesGrp/TotalAmt01666
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherExpensesGrp/Desc0McComas Trust expenses
IRS990/OtherExpensesGrp/Desc1Administration
IRS990/OtherExpensesGrp/Desc2Special Project
IRS990/OtherExpensesGrp/Desc3Dues and subscriptions
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1473
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IRS990/OtherExpensesGrp/ProgramServicesAmt18000
IRS990/OtherExpensesGrp/ProgramServicesAmt26360
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IRS990/OtherExpensesGrp/TotalAmt18000
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0722

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$488,812
Liabilities
$17,660
Net assets
$471,152
Revenue
$315,446
Expenses
$272,974
Net income
$42,472
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.72$0.55$0.17
2023Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.63$0.50$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.81$0.32$0.50
2021Detailed filing. Detailed filing data is available for this year.$1.11$0.02$1.09$0.37$0.37$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.11$0.02$1.09$0.65$0.46$0.19
2019Detailed filing. Detailed filing data is available for this year.$0.92$0.02$0.90$0.46$0.34$0.12
2018Detailed filing. Detailed filing data is available for this year.$0.80$0.02$0.78$0.36$0.25$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.73$0.06$0.67$0.34$0.30$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.64$0.02$0.63$0.34$0.24$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.54$0.01$0.52$0.32$0.27$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.49$0.02$0.47$0.32$0.27$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.01$0.43$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.02$0.41$0.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.02$0.38$0.27
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.01$0.36$0.27$0.26$0.01