Civic Intelligence

Technology Association of Oregon

EIN 93-1003193 • 501(c)6 • Portland, OR

Profile

To support our members and promote the growth and quality of oregon's technology industry by providing opportunities for business and professional development through networking and informational programs.

PO Box 12544Portland, OR 97212

www.techoregon.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

96th percentile

0.85x

Higher debt load relative to assets than 96% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

63rd percentile

0.26x

Higher debt load relative to revenue than 63% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Net Margin

7th percentile

-21%

Higher net margin than 7% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

2nd percentile

-51%

Faster asset growth than 2% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

12th percentile

-9.8%

Faster revenue growth than 12% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$409,069

Down $418,518 (-51%) from 2023

Liabilities

Down

$348,465

Down $140,259 (-29%) from 2023

Net Assets

Down

$60,604

Down $278,259 (-82%) from 2023

Revenue

Down

$1,322,281

Down $143,651 (-9.8%) from 2023

Expenses

Down

$1,600,540

Down $94,973 (-5.6%) from 2023

Net Income

Down

-$278,259

Down $48,678 (-21%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $286,368Liabilities 2010: $0Net Assets 2010: $286,3682010Assets 2011: $176,910Liabilities 2011: $0Net Assets 2011: $176,9102011Assets 2012: $123,446Liabilities 2012: $6,634Net Assets 2012: $116,8122012Assets 2013: $219,847Liabilities 2013: $3,362Net Assets 2013: $216,4852013Assets 2014: $205,084Liabilities 2014: $7,783Net Assets 2014: $197,3012014Assets 2015: $85,843Liabilities 2015: $3,765Net Assets 2015: $82,0782015Assets 2016: $933,112Liabilities 2016: $869,281Net Assets 2016: $63,8312016Assets 2017: $1,198,008Liabilities 2017: $1,018,993Net Assets 2017: $179,0152017Assets 2018: $1,196,967Liabilities 2018: $953,353Net Assets 2018: $243,6142018Assets 2019: $1,272,377Liabilities 2019: $1,060,735Net Assets 2019: $211,6422019Assets 2020: $1,327,856Liabilities 2020: $1,073,886Net Assets 2020: $253,9702020Assets 2021: $998,808Liabilities 2021: $672,052Net Assets 2021: $326,7562021Assets 2022: $1,122,940Liabilities 2022: $554,496Net Assets 2022: $568,4442022Assets 2023: $827,587Liabilities 2023: $488,724Net Assets 2023: $338,8632023Assets 2024: $409,069Liabilities 2024: $348,465Net Assets 2024: $60,6042024

Highlighted filing

2024

Assets$409,069
Liabilities$348,465
Net Assets$60,604

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $630,0262010Revenue 2011: $314,600Expenses 2011: $423,381Net Income 2011: -$108,7812011Expenses 2012: $711,2482012Revenue 2013: $1,145,178Expenses 2013: $1,045,505Net Income 2013: $99,6732013Revenue 2014: $1,116,046Expenses 2014: $1,135,230Net Income 2014: -$19,1842014Revenue 2015: $1,060,836Expenses 2015: $1,176,059Net Income 2015: -$115,2232015Revenue 2016: $347,819Expenses 2016: $284,513Net Income 2016: $63,3062016Revenue 2017: $1,610,220Expenses 2017: $1,495,036Net Income 2017: $115,1842017Revenue 2018: $1,792,096Expenses 2018: $1,727,495Net Income 2018: $64,6012018Revenue 2019: $1,673,724Expenses 2019: $1,705,696Net Income 2019: -$31,9722019Revenue 2020: $1,214,959Expenses 2020: $1,172,631Net Income 2020: $42,3282020Revenue 2021: $1,336,069Expenses 2021: $1,263,283Net Income 2021: $72,7862021Revenue 2022: $1,508,962Expenses 2022: $1,267,274Net Income 2022: $241,6882022Revenue 2023: $1,465,932Expenses 2023: $1,695,513Net Income 2023: -$229,5812023Revenue 2024: $1,322,281Expenses 2024: $1,600,540Net Income 2024: -$278,2592024

Highlighted filing

2024

Revenue$1,322,281
Expenses$1,600,540
Net Income-$278,259

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.35$0.06$1.32$1.60$0.28
2023Summary only. Only limited summary data is available for this year.$0.83$0.49$0.34$1.47$1.70$0.23
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.55$0.57$1.51$1.27$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.67$0.33$1.34$1.26$0.07
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$1.07$0.25$1.21$1.17$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$1.06$0.21$1.67$1.71$0.03
2018Summary only. Only limited summary data is available for this year.$1.20$0.95$0.24$1.79$1.73$0.06
2017Summary only. Only limited summary data is available for this year.$1.20$1.02$0.18$1.61$1.50$0.12
2016Summary only. Only limited summary data is available for this year.$0.93$0.87$0.06$0.35$0.28$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.08$1.06$1.18$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.21$0.01$0.20$1.12$1.14$0.02
2013Summary only. Only limited summary data is available for this year.$0.22$0.00$0.22$1.15$1.05$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.01$0.12$0.71
2011Summary only. Only limited summary data is available for this year.$0.18$0.00$0.18$0.31$0.42$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.00$0.29$0.63
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 24, 2025
Return Version
2024v5.2
Gross Receipts
$1,322,281
Mission and Program Overview

Mission

To support our members and promote the growth and quality of oregon's technology industry by providing opportunities for business and professional development through networking and informational programs.

Support our members and promote the growth and quality of oregon's technology industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$429,116$232,909▼ $196,207
Cash and Non-Interest-Bearing Accounts$302,651$175,330▼ $127,321
Prepaid Expenses and Deferred Charges$63,527$0▼ $63,527
Land, Buildings, and Equipment, Net$2,490$830▼ $1,660
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$827,587$409,069▼ $418,518
Other Assets Total$29,803$0▼ $29,803
Liabilities
Deferred Revenue$443,379$260,981▼ $182,398
Accounts Payable and Accrued Expenses$45,345$87,484▲ $42,139
Total Liabilities$488,724$348,465▼ $140,259
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$337,850$59,591▼ $278,259
Net Assets With Donor Restrictions$1,013$1,013→ $0
Total Net Assets Fund Balance$338,863$60,604▼ $278,259
Total Liabilities and Net Assets / Fund Balance$827,587$409,069▼ $418,518

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$830$21,601$22,431
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Warren Jr NewberryPresident & CEOFT$173,261$30,755$204,016

Board Members and Trustees

NameTitle
Allison PersitzChairman
Amir JohnsonDirector
Blair MinnitiDirector
Brian TolDirector
Dana LawrenceDirector
Dominic PerezDirector
Eric PierceDirector
Heidi EggertDirector
Jerryck MurreyDirector
Joan PepinDirector
John KochavatrDirector
Jon MikoDirector
Josh SmithDirector
Leigh GowerDirector
Litzy GarciaDirector
Mariah ScottDirector
Matt JohnsonDirector
Matt SayreDirector
Matthew WilmotDirector
Mehmet AslanDirector
Melissa EversDirector
Michelle SoaresDirector
Rashid SkafDirector
Sue RichardsDirector
Tayo AkinsDirector
Tony SeminaryDirector
Travis PierceDirector
Yalda MoshiriDirector
Brent BullockSecretary
Dennis WhiteTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$603,235
Program Service Revenue
$702,732
Investment Income
$1,192
Other Revenue
$15,122
All Other Contributions
$9,343
Change in Net Assets
$-278,259
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$985,356
Salaries, Compensation, and Employee Benefits$615,184
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$285,052
Current Officers, Directors, Trustees, and Key Employees---$204,016
Fees for Services Lobbying---$72,375
Other Employee Benefits---$68,713
Payroll Taxes---$46,659
Information Technology---$38,458
Office Expenses---$36,490
Fees for Services Accounting---$24,629
Interest---$10,827
Pension Plan Contributions---$10,744
Advertising---$9,255
Other Expenses---$8,964
Travel---$8,048
All Other Expenses---$5,850
Conferences and Meetings---$3,188
Occupancy---$2,684
Depreciation Depletion---$1,660
Total Functional Expenses$0$0$0$1,600,540
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$72,375
Total Nondeductible Lobbying and Political Cost$72,375
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Voting members of the organization shall each have one vote, regardless of the member entity's number of employees or revenue, with respect to all actions of the organization. Membership is only available to organizations and not individuals.

Form 990, Part VI, Section A, Line 7A

Voting members are technology and service based companies with operations in oregon or portions of sw washington, only. Decisions are subject to approval of voting members. Non-voting members include educational, non-profit and government agencies that receive complimentary membership.

Form 990, Part VI, Section A, Line 7B

Voting members of all voting member classes shall each have one (1) vote with respect to all actions of the corporation, including: (a) election of directors; (b) amending the articles of incorporation; (c) amending or repealing the bylaws; (d) forming any taxable subsidiary of the corporation; (e) merging, consolidating or transferring substantially all of the corporation's assets; (f) dissolving the corporation; or (g) altering the classes or voting rights of members.

Form 990, Part VI, Section B, Line 11B

The organization provides the form 990 electronically to its governing body prior to filing to allow board members the opportunity for review and comment.

Form 990, Part VI, Section B, Line 12C

The conflict of interest policy was adopted in 2010. The board reviews the conflict of interest policy annually and are asked to disclose any potential conflicts that are then addressed in accordance with the policy. Documents are available upon request.

Form 990, Part VI, Section B, Line 15A

Compensation was determined as part of the hiring process for the president based on recommendations of the third-party executive search consultant and comparisons to the compensation paid to prior executives. Sequential compensation determinations are made according to performance reviews, and tied to specific criteria and performance metrics.

Form 990, Part VI, Section B, Line 15B

Compensation was determined as part of the hiring process for the president based on recommendations of the third-party executive search consultant and comparisons to the compensation paid to prior executives. Sequential compensation determinations are made according to performance reviews, and tied to specific criteria and performance metrics.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Technology Association of Oregon
EIN
93-1003193
Address
PO BOX 12544, PORTLAND, OR 97212

Signing Officer

Name
Warren Jr Newberry
Title
President & CEO
Signed
2025-11-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Warren Jr Newberry
Formed
1989
Legal Domicile
Or
Voting Board Members
31
Independent Board Members
30
Employees
7
Volunteers
300

Preparer

Firm
Primetrics
Address
1015 N Holman St, Portland, OR 97217
Preparer
Adam L Turco CPA Pc
Phone
9713192807
Raw XML AppendixShowing 400 of 612 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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