Civic Intelligence

Technology Association of Oregon

990 • Fiscal year 2017 • EIN 93-1003193

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 01, 2018

123 NE 3rd Avenue Suite 210Portland, OR 97232

(503) 228-5401

Siviq Scores

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

Liabilities / Assets

95th percentile

0.85x

Higher debt load relative to assets than 95% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

88th percentile

0.63x

Higher debt load relative to revenue than 88% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Net Margin

63rd percentile

7.2%

Higher net margin than 63% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

53rd percentile

$146,319

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 9.1% of source-year revenue.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Asset Growth

88th percentile

28%

Faster asset growth than 88% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

363%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Flat

$1,198,008

Flat from 2017

Net Assets

Flat

$179,015

Flat from 2017

Liabilities

Flat

$1,018,993

Flat from 2017

Revenue

Flat

$1,610,220

Flat from 2017

Expenses

Flat

$1,495,036

Flat from 2017

Net Income

Flat

$115,184

Flat from 2017

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 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

2017

Assets$1,198,008
Liabilities$1,018,993
Net Assets$179,015

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 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

2017

Revenue$1,610,220
Expenses$1,495,036
Net Income$115,184
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 1, 2018
Return Version
2017v2.3
Gross Receipts
$1,610,220
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
Cash and Non-Interest-Bearing Accounts$220,415$637,286▲ $416,871
Accounts Receivable$650,521$483,210▼ $167,311
Prepaid Expenses and Deferred Charges$40,505$48,912▲ $8,407
Land, Buildings, and Equipment, Net$634$7,500▲ $6,866
Total Assets$933,112$1,198,008▲ $264,896
Other Assets Total$21,037$21,100▲ $63
Liabilities
Deferred Revenue$846,330$861,210▲ $14,880
Accounts Payable and Accrued Expenses$22,951$157,783▲ $134,832
Total Liabilities$869,281$1,018,993▲ $149,712
Net Assets / Fund Balance
Unrestricted Net Assets$60,460$176,224▲ $115,764
Temporarily Rstr Net Assets$3,371$2,791▼ $580
Total Net Assets Fund Balance$63,831$179,015▲ $115,184
Total Liabilities and Net Assets / Fund Balance$933,112$1,198,008▲ $264,896

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,500$6,632$14,132
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Newberry Jr WarrenBoard MemberFT$146,319$146,319

Board Members and Trustees

NameTitle
Helle FrankBoard Mem/ch
Marsh SteveBoard Mem/ch
Alley AllenBoard Member
Brown KeithBoard Member
Bullock BrentBoard Member
Canazaro ChrisBoard Member
Clark RodBoard Member
Conte SaraBoard Member
Donovan AnneBoard Member
Edman CelesteBoard Member
Ellis MatBoard Member
Enand MonicaBoard Member
Ertischek BenBoard Member
Graham MikeBoard Member
Granger GeorgeBoard Member
Hankins JeremyBoard Member
Hermann AndrewBoard Member
Hubbell MaggieBoard Member
Kanies LukeBoard Member
Kawasaki CharlieBoard Member
Layman ChadBoard Member
Lazar RichardBoard Member
Malhotra AjayBoard Member
Martin GregBoard Member
Meslow EricBoard Member
Nair MohanBoard Member
Reinhart CraigBoard Member
Richard ElisabethBoard Member
Riter CarlyBoard Member
Skipper WayneBoard Member
Thomsen JonBoard Member
Turoczy RickBoard Member
Waddell ScottBoard Member
Wyman MarkBoard Member
Johnson RanePast Board M
Kim SukPast Board M
Revenue and Support

Revenue Composition

Contributions and Grants
$745,734
Program Service Revenue
$849,676
Investment Income
$210
Other Revenue
$14,600
Change in Net Assets
$115,184
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$755,840
Salaries, Compensation, and Employee Benefits$739,196
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$382,985
Current Officers, Directors, Trustees, and Key Employees---$227,094
Payroll Taxes---$66,019
Other Employee Benefits---$63,098
Occupancy---$49,176
Office Expenses---$35,828
Advertising---$30,434
Other Expenses---$29,134
Fees for Services Accounting---$27,639
All Other Expenses---$27,282
Fees for Services Lobbying---$24,000
Travel---$13,812
Insurance---$7,288
Conferences and Meetings---$7,086
Depreciation Depletion---$634
Interest---$8
Total Functional Expenses$0$0$0$1,495,036
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
Total Nondeductible Lobbying and Political Cost$24,738
Current Year Nondeductible Lobbying and Political Cost$24,000
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. Membership is only available to organizations and not individuals.

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 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 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
Phone
5032285401
Address
123 NE 3RD AVENUE SUITE 210, PORTLAND, OR 97232

Signing Officer

Name
Newberry Jr Warren
Title
Board Member/ Pres.
Phone
5032285401
Signed
2018-06-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Newberry Jr Warren
Formed
1989
Legal Domicile
Or
Voting Board Members
35
Independent Board Members
34
Employees
9
Volunteers
300

Preparer

Firm
Acumen Financial Services Group Pc
Address
2 CENTERPOINTE DR STE 345, LAKE OSWEGO, OR 97035
Preparer
Kendra Steph
Phone
5036829600
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IRS990/Form990PartVIISectionAGrp/TitleTxt26BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt32BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt33BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt34BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt35PAST BOARD M
IRS990/Form990PartVIISectionAGrp/TitleTxt36PAST BOARD M
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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/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0NON DUES INCOME

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
2017Detailed filing. Detailed filing data is available for this year.$1.20$1.02$0.18$1.61$1.50$0.12
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