Civic Intelligence

Oregon Business Travel Association

EIN 93-1130933 • 501(c)6 • Portland, OR

Profile

Meetings and education for travel industry

PO Box 8602Portland, OR 97204-3264

www.obta.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

10th percentile

-63%

Higher net margin than 10% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

13th percentile

-54%

Faster asset growth than 13% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

14th percentile

-43%

Faster revenue growth than 14% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$20,431

Down $24,443 (-54%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$20,431

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin10th percentile

Revenue

Down

$38,683

Down $28,664 (-43%) from 2023

Expenses

Up

$63,126

Up $3,680 (+6.2%) from 2023

Net Income

Down

-$24,443

Down $32,344 (-409%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth13th percentile

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

$100K$50K$0Assets 2010: $22,913Net Assets 2010: $22,9132010Assets 2011: $5,923Liabilities 2011: $02011Assets 2012: $23,789Net Assets 2012: $23,7892012Assets 2013: $24,351Net Assets 2013: $24,3512013Assets 2015: $42,911Net Assets 2015: $42,9112015Assets 2016: $46,188Net Assets 2016: $46,1882016Assets 2017: $58,240Net Assets 2017: $58,2402017Assets 2018: $69,126Liabilities 2018: $02018Assets 2019: $94,543Liabilities 2019: $02019Assets 2020: $75,762Net Assets 2020: $75,7622020Assets 2021: $65,455Net Assets 2021: $65,4552021Assets 2022: $36,973Net Assets 2022: $36,9732022Assets 2023: $44,874Liabilities 2023: $02023Assets 2024: $20,431Net Assets 2024: $20,4312024

Highlighted filing

2024

Assets$20,431
Liabilities-
Net Assets$20,431
Open 2024 Filing

Operations Trend

Revenue Growth14th percentile

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

$100K$50K$0-$50KRevenue 2010: $39,634Expenses 2010: $31,559Net Income 2010: $8,0752010Revenue 2011: $26,768Expenses 2011: $38,791Net Income 2011: -$12,0232011Revenue 2012: $44,130Expenses 2012: $26,264Net Income 2012: $17,8662012Revenue 2013: $26,243Expenses 2013: $25,681Net Income 2013: $5622013Revenue 2015: $40,920Expenses 2015: $34,859Net Income 2015: $6,0612015Revenue 2016: $29,142Expenses 2016: $25,865Net Income 2016: $3,2772016Revenue 2017: $49,856Expenses 2017: $45,489Net Income 2017: $4,3672017Revenue 2018: $41,719Expenses 2018: $30,835Net Income 2018: $10,8842018Revenue 2019: $56,542Expenses 2019: $31,125Net Income 2019: $25,4172019Revenue 2020: $6,990Expenses 2020: $25,771Net Income 2020: -$18,7812020Revenue 2021: $3,154Expenses 2021: $13,461Net Income 2021: -$10,3072021Revenue 2022: $6,477Expenses 2022: $34,959Net Income 2022: -$28,4822022Revenue 2023: $67,347Expenses 2023: $59,446Net Income 2023: $7,9012023Revenue 2024: $38,683Expenses 2024: $63,126Net Income 2024: -$24,4432024

Highlighted filing

2024

Revenue$38,683
Expenses$63,126
Net Income-$24,443
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$20,431
Liabilities
-
Net assets
$20,431
Revenue
$38,683
Expenses
$63,126
Net income
-$24,443
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.4$20.4$38.7$63.1$24.4
2023Summary only. Only limited summary data is available for this year.$44.9$0.00$67.3$59.4$7.90
2022Detailed filing. Detailed filing data is available for this year.$37.0$37.0$6.48$35.0$28.5
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.5$65.5$3.15$13.5$10.3
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$75.8$75.8$6.99$25.8$18.8
2019Summary only. Only limited summary data is available for this year.$94.5$0.00$56.5$31.1$25.4
2018Summary only. Only limited summary data is available for this year.$69.1$0.00$41.7$30.8$10.9
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.2$58.2$49.9$45.5$4.37
2016Detailed filing. Detailed filing data is available for this year.$46.2$46.2$29.1$25.9$3.28
2015Detailed filing. Detailed filing data is available for this year.$42.9$42.9$40.9$34.9$6.06
2013Detailed filing. Detailed filing data is available for this year.$24.4$24.4$26.2$25.7$0.56
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.8$23.8$44.1$26.3$17.9
2011Summary only. Only limited summary data is available for this year.$5.92$0.00$26.8$38.8$12.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.9$22.9$39.6$31.6$8.08
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 10, 2023
Return Version
2022v5.0
Gross Receipts
$6,477
Mission and Program Overview

Mission

Meetings and education for travel industry

Program Services

DescriptionGrantsExpenses
MONTHLY MEETINGS FOR EDUCATIONAL SESSIONS--
MONTHLY MEETINGS FOR EDUCATIONAL SESSIONS.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEGAN ROOKSBYPast Preside-$0--
RONDA DEANPresident-$0--
ERIN HOPKINSSecretary-$0--
JENNIFER SCANDIFFIOTreasurer-$0--
KRISTINA SHIPLEYDirector-$0--
MONICA OCAMPODirector-$0--
LUIS GUITARTDirector-$0--
AARON BROWNEDirector-$0--
ERIN OSAKIDirector-$0--
NATHAN CARLSONVice Preside-$0--
ZOE HAMILTONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Oregon Business Travel Association
EIN
93-1130933
Phone
5034891975
Address
PO BOX 8602, PORTLAND, OR 97204-3264

Signing Officer

Name
Ronda Dean
Title
President
Signed
2023-05-10

Preparer

Firm
Shirley a Van Dyke CPA LLC
Address
4660 NE BELKNAP CT STE 106, HILLSBORO, OR 97124
Preparer
Shirley Van Dyke
Phone
5037263417
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses merchant & banking fees 1,680 board meeting expense 10,423 dues & subscriptions 1,903 supplies 758 insurance 1,836 cpc dues & meeting fees 372 member recognition 332 gbta event expense 1,880 licenses 50 starchapter fees 2,425 scholarships 3,155 luncheon expenses 6,194 mixer expenses 3,040 total 34,048”

Form 990-ez, Part III, Line 31

“Monthly meetings for educational sessions.”

Raw XML Appendix126 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JENNIFER SCANDIFFIO
IRS990EZ/BooksInCareOfDetail/PhoneNum05034891975
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04804 NW BETHANY BLVD STE I-2 169
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0972294982
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt065455
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036973
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-28482
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0911
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt065455
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036973
IRS990EZ/GrossReceiptsAmt06477
IRS990EZ/GroupExemptionNum03365
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04982
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt065455
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036973
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt065455
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036973
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MEGAN ROOKSBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RONDA DEAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERIN HOPKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER SCANDIFFIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KRISTINA SHIPLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MONICA OCAMPO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LUIS GUITART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7AARON BROWNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ERIN OSAKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9NATHAN CARLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10ZOE HAMILTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt034048
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MEETINGS AND EDUCATION FOR TRAVEL INDUSTRY
IRS990EZ/ProgramServiceRevenueAmt01495
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MONTHLY MEETINGS FOR EDUCATIONAL SESSIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MONTHLY MEETINGS FOR EDUCATIONAL SESSIONS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034959
IRS990EZ/TotalRevenueAmt06477
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OBTA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MERCHANT & BANKING FEES 1,680 BOARD MEETING EXPENSE 10,423 DUES & SUBSCRIPTIONS 1,903 SUPPLIES 758 INSURANCE 1,836 CPC DUES & MEETING FEES 372 MEMBER RECOGNITION 332 GBTA EVENT EXPENSE 1,880 LICENSES 50 STARCHAPTER FEES 2,425 SCHOLARSHIPS 3,155 LUNCHEON EXPENSES 6,194 MIXER EXPENSES 3,040 TOTAL 34,048
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MONTHLY MEETINGS FOR EDUCATIONAL SESSIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RONDA DEAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OREGON BUSINESS TRAVEL ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0OREG
ReturnHeader/Filer/EIN0931130933
ReturnHeader/Filer/PhoneNum05034891975
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 8602
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd0972043264
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861934964
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHIRLEY A VAN DYKE CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04660 NE BELKNAP CT STE 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HILLSBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097124
ReturnHeader/PreparerPersonGrp/PhoneNum05037263417
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHIRLEY VAN DYKE
ReturnHeader/ReturnTs02023-08-16T13:50:38-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RONDA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DEAN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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