Civic Intelligence

Technology Association of Oregon

990 • Fiscal year 2014 • EIN 93-1003193

Oct 01, 2013 to Sep 30, 2014 • Filed on Aug 17, 2015

123 NE 3rd Avenue Suite 21097232

(503) 228-5401

Siviq Scores

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

Liabilities / Assets

24th percentile

0.04x

Higher debt load relative to assets than 24% of similar nonprofits.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

15th percentile

0.01x

Higher debt load relative to revenue than 15% of similar nonprofits.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2014

Net Margin

26th percentile

-1.7%

Higher net margin than 26% of similar nonprofits.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

44th percentile

$124,031

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 11.1% of source-year revenue.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2014

Asset Growth

17th percentile

-6.7%

Faster asset growth than 17% of similar nonprofits.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

25th percentile

-2.5%

Faster revenue growth than 25% of similar nonprofits.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Down

$205,084

Down $14,763 (-6.7%) from 2013

Net Assets

Down

$197,301

Down $19,184 (-8.9%) from 2013

Liabilities

Up

$7,783

Up $4,421 (+131%) from 2013

Revenue

Down

$1,116,046

Down $29,132 (-2.5%) from 2013

Expenses

Up

$1,135,230

Up $89,725 (+8.6%) from 2013

Net Income

Down

-$19,184

Down $118,857 (-119%) from 2013

Historical Trend

Balance Sheet Trend

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

$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

2014

Assets$205,084
Liabilities$7,783
Net Assets$197,301

Operations Trend

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

2014

Revenue$1,116,046
Expenses$1,135,230
Net Income-$19,184
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Aug 17, 2015
Return Version
2013v4.0
Gross Receipts
$1,116,494
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$216,485$197,301▼ $19,184
Cash and Non-Interest-Bearing Accounts$138,436$100,475▼ $37,961
Investments in Publicly Traded Securities$64,549$66,815▲ $2,266
Land, Buildings, and Equipment, Net$16,862$6,535▼ $10,327
Total Assets$219,847$205,084▼ $14,763
Other Assets Total-$31,259-
Liabilities
Accounts Payable and Accrued Expenses$3,187$7,458▲ $4,271
Other Liabilities$175$325▲ $150
Total Liabilities$3,362$7,783▲ $4,421
Net Assets / Fund Balance
Total Net Assets Fund Balance$216,485$197,301▼ $19,184
Total Liabilities and Net Assets / Fund Balance$219,847$205,084▼ $14,763

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,535$450,124$456,659
Leasehold Improvements-$72,919$72,919
Other Assets Org$1,259--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Newberry Jr WarrenBoard MemberFT$124,031$124,031

Board Members and Trustees

NameTitle
Childers DaveBoard Mem/ch
Alley AllenBoard Member
Bard EdBoard Member
Brooks LoisBoard Member
Brown KeithBoard Member
Bullock BrentBoard Member
Clark RodBoard Member
Conte SarahBoard Member
Ellis MatBoard Member
Enand MonicaBoard Member
Hankins JeremyBoard Member
Helle FrankBoard Member
Hermann AndrewBoard Member
Johnson RaneBoard Member
Kanies LukeBoard Member
Kim SukBoard Member
Layman ChadBoard Member
Lazar RichardBoard Member
Linkous JimBoard Member
Marsh SteveBoard Member
Mcclenahan KerryBoard Member
Meslow EricBoard Member
Morrison ThompsonBoard Member
Nicholson JonBoard Member
Reinhart CraigBoard Member
Riter CarlyBoard Member
Sherman RonBoard Member
Skipper WayneBoard Member
Thompson ScottBoard Member
Turoczy RickBoard Member
Uslan DavidBoard Member
Waddell ScottBoard Member
Wyman MarkBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$468,800
Program Service Revenue
$641,973
Investment Income
$2,511
Other Revenue
$2,762
Change in Net Assets
$-19,184
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$605,478
Other Expenses$529,752
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$387,887
Current Officers, Directors, Trustees, and Key Employees---$124,031
Payroll Taxes---$54,430
Office Expenses---$45,397
Conferences and Meetings---$44,347
Other Employee Benefits---$39,130
Occupancy---$20,814
Other Expenses---$19,832
Depreciation Depletion---$12,015
Fees for Services Lobbying---$11,933
Fees for Services Accounting---$7,767
Insurance---$5,752
All Other Expenses---$4,969
Travel---$4,242
Advertising---$989
Interest---$50
Total Functional Expenses$0$0$0$1,135,230
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$11,999
Total Nondeductible Lobbying and Political Cost$11,999
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Oregon Entrepreneurs Network$325
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 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
No
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, Page 6, Part VI, Line 6

Voting members of the organization shall each have only one vote, regardless of the member entity's number of employees or revenue, with respect to all actions of the organization.

Form 990, Page 6, Part VI, 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, Page 6, Part VI, 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 these 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, Page 6, Part VI, Line 11B

Form 990 is reviewed and approved by the treasurer, the executive committee, and then by the board of directors.

Form 990, Page 6, Part VI, 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, Page 6, Part VI, Line 15A

Compensation was determined as part of the hiring process for the new 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, Page 6, Part VI, Line 19

The governing documents are made available upon request.

Filing and Contact Details

Filer

EIN
93-1003193
Phone
5032285401

Signing Officer

Name
Frank Helle
Title
Board Chair
Phone
5032285401
Signed
2015-08-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Warren Newberry Jr
Formed
1989
Legal Domicile
Or
Voting Board Members
33
Independent Board Members
32
Employees
12

Preparer

Preparer
Kendra Steph
Phone
5036829600
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IRS990/MissionDesc0TO 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.
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IRS990/ProgSrvcAccomActy2Grp/Desc0LEADERSHIP EXCHANGE: HOSTED 17 CLOSED-DOOR MEETINGS FOR SENIOR MANAGEMENT AND EXECUTIVES, 252 ATTENDEES AND 50 COMPANIES REPRESENTED, TO ENGAGE WITH EACH OTHER USUALLY MODERATED BY INDUSTRY THOUGHT LEADERS. MEETINGS INCLUDED INFORMATION REGARDING BEST PRACTICES, NEWEST TRENDS AND NEW OPPORTUNITIES FOR BUSINESS AND ECONOMIC DEVELOPMENT.
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IRS990/ProgSrvcAccomActy3Grp/Desc0ADVOCACY: BUSINESS/INDUSTRY DEVELOPMENT: HOSTED AND PROMOTED 4 EVENTS FOR INDUSTRY MEMBERS, 1,410 ATTENDEES AND 150 COMPANIES REPRESENTED, TO STIMULATE BUSINESS GROWTH BY ENGAGING PEERS AND THOUGHT LEADERS OF THE INDUSTRY TOGETHER AND PROVIDE OPPORTUNITIES FOR THEM TO CREATE STRATEGIC PARTNERSHIPS. PARTICIPATED IN KEY LOCAL TRADE SHOWS AND COMMUNITY PROGRAMS SHOWCASING OREGON SOFTWARE AND TECH COMPANIES.
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Document Assets

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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
Peer Organizations

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