Civic Intelligence

Go Lloyd

990 • Fiscal year 2016 • EIN 93-1146337

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 09, 2017

700 NE MultnomahPortland, OR 97232

(503) 236-6441

Siviq Scores

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

Liabilities / Assets

49th percentile

0.07x

Higher debt load relative to assets than 49% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

59th percentile

0.12x

Higher debt load relative to revenue than 59% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Net Margin

54th percentile

4.8%

Higher net margin than 54% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

56th percentile

5.9%

Faster asset growth than 56% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

97th percentile

75%

Faster revenue growth than 97% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$701,431

Up $39,059 (+5.9%) from 2015

Net Assets

Up

$650,031

Up $19,896 (+3.2%) from 2015

Liabilities

Up

$51,400

Up $19,163 (+59%) from 2015

Revenue

Up

$414,335

Up $176,960 (+75%) from 2015

Expenses

Down

$394,439

Down $113,238 (-22%) from 2015

Net Income

Up

$19,896

Up $290,198 (+107%) from 2015

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 2011: $743,035Liabilities 2011: $29,191Net Assets 2011: $713,8442011Assets 2012: $1,091,151Liabilities 2012: $45,400Net Assets 2012: $1,045,7512012Assets 2013: $995,881Liabilities 2013: $80,931Net Assets 2013: $914,9502013Assets 2014: $934,365Liabilities 2014: $33,928Net Assets 2014: $900,4372014Assets 2015: $662,372Liabilities 2015: $32,237Net Assets 2015: $630,1352015Assets 2016: $701,431Liabilities 2016: $51,400Net Assets 2016: $650,0312016Assets 2017: $661,854Liabilities 2017: $48,522Net Assets 2017: $613,3322017Assets 2018: $703,325Liabilities 2018: $60,837Net Assets 2018: $642,4882018Assets 2019: $739,475Liabilities 2019: $58,966Net Assets 2019: $680,5092019Assets 2020: $748,890Liabilities 2020: $16,187Net Assets 2020: $732,7032020Assets 2021: $824,352Liabilities 2021: $34,100Net Assets 2021: $790,2522021Assets 2022: $830,462Liabilities 2022: $22,946Net Assets 2022: $807,5162022Assets 2023: $926,608Liabilities 2023: $14,065Net Assets 2023: $912,5432023Assets 2024: $1,200,785Liabilities 2024: $221,443Net Assets 2024: $979,3422024

Highlighted filing

2016

Assets$701,431
Liabilities$51,400
Net Assets$650,031

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $265,192Expenses 2011: $387,026Net Income 2011: -$121,8342011Revenue 2012: $758,507Expenses 2012: $426,600Net Income 2012: $331,9072012Revenue 2013: $348,954Expenses 2013: $479,755Net Income 2013: -$130,8012013Revenue 2014: $474,012Expenses 2014: $488,525Net Income 2014: -$14,5132014Revenue 2015: $237,375Expenses 2015: $507,677Net Income 2015: -$270,3022015Revenue 2016: $414,335Expenses 2016: $394,439Net Income 2016: $19,8962016Revenue 2017: $452,978Expenses 2017: $489,677Net Income 2017: -$36,6992017Revenue 2018: $503,429Expenses 2018: $474,273Net Income 2018: $29,1562018Revenue 2019: $638,060Expenses 2019: $600,039Net Income 2019: $38,0212019Revenue 2020: $609,969Expenses 2020: $557,775Net Income 2020: $52,1942020Revenue 2021: $531,253Expenses 2021: $473,704Net Income 2021: $57,5492021Revenue 2022: $411,900Expenses 2022: $394,636Net Income 2022: $17,2642022Revenue 2023: $553,228Expenses 2023: $448,201Net Income 2023: $105,0272023Revenue 2024: $518,852Expenses 2024: $452,053Net Income 2024: $66,7992024

Highlighted filing

2016

Revenue$414,335
Expenses$394,439
Net Income$19,896
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$414,335
Mission and Program Overview

Mission

Go lloyd connects people and places by creating partnerships and transportation solutions to make lloyd extraordinary. We help people discover and use our amazing transportation options by championing vital infrastructure projects, and by developing relationships with our partners and neighbors.

Go lloyd connects people and places by creating partnerships and transportation solutions to make lloyd extraordinary. We help people discover and us our amazing transportation options by championing vital infrastructure projects, and by developing relationships with our partners and neighbors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$618,611$588,600▼ $30,011
Cash and Non-Interest-Bearing Accounts$15,644$90,333▲ $74,689
Land, Buildings, and Equipment, Net$16,942$16,385▼ $557
Prepaid Expenses and Deferred Charges$11,175$6,113▼ $5,062
Accounts Receivable-$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$662,372$701,431▲ $39,059
Other Assets Total-$0-
Liabilities
Other Liabilities$26,408$46,022▲ $19,614
Accounts Payable and Accrued Expenses$5,829$5,378▼ $451
Total Liabilities$32,237$51,400▲ $19,163
Net Assets / Fund Balance
Unrestricted Net Assets$630,135$650,031▲ $19,896
Total Net Assets Fund Balance$630,135$650,031▲ $19,896
Total Liabilities and Net Assets / Fund Balance$662,372$701,431▲ $39,059

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$27,474$27,474
Leasehold Improvements$16,385$751$17,136
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Owen RonchelliSecretaryFT$85,000$85,000

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$128,954
Program Service Revenue
$281,702
Investment Income
$3,679
Other Revenue
$0
All Other Contributions
$128,954
Change in Net Assets
$19,896
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$319,881
Other Expenses$74,558
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$188,311
Current Officers, Directors, Trustees, and Key Employees---$85,000
Payroll Taxes---$24,984
Other Employee Benefits---$17,203
All Other Expenses---$15,806
Advertising---$7,506
Other Expenses---$5,096
Fees for Services Accounting---$4,903
Pension Plan Contributions---$4,383
Insurance---$2,791
Occupancy---$2,025
Information Technology---$1,128
Depreciation Depletion---$557
Fees for Services Other---$446
Fees for Services Legal---$150
Total Functional Expenses$0$0$0$394,439
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
Lobbying activity
No
Subject to proxy tax
No
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
Customer Deposits$46,021
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

The organization has approximately 75 general member businesses representing approximately 9,000 employees. These members are property and/or building owners and managers within the lloyd district area. The membership has the power to nominate and elect members of the board of directors at the annual meeting, recommend for the board of directors' approval of an annual budget for the ensuing year, and approve changes and revisions to the by-laws.

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

Go lloyd has a board of directors consisting of 18 voting members and 4 non-voting members. The board is elected by the membership at the annual meeting. All members serve without compensation. The boards' duties include the power to select and remove any officers of go lloyd; to plan, manage and control the affairs of go lloyd; to change the principal office of go lloyd; to borrow money for the benefit of the organization; and to carry out any other business of go lloyd, as deemed appropriate. The board members have two year terms, and may serve multiple terms.

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

The major decisions of the board of directors are approved by the general membership at the annual meeting.

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

Each member of the board of directors shall be provided a draft copy of the organization's form 990 for review before it is filed with the irs. They will direct inquiries (if any) to the executive director, controller, or go lloyd's cpa.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

The board of directors shall monitor the transactions (if any) between go lloyd and any insiders, to ensure that any transactions between the organization and an insider that is a conflict of interest is fair to go lloyd and does not grant excessive benefit to the insider. The purpose of the this policy is to ensure that directors, officers, and those who exercise substantial influence over go lloyd do not use their influences to obtain benefits in excess of fair market value in transactions with go lloyd, and that go lloyd observes both state and federal laws concerning conflicts and excess benefit transactions.

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

The organization makes it's articles of incorporation, any amendments or restatements to the articles, and its most recent three years of the form 990 available to the public for inspection and copying upon request. Go lloyd has determined that it is not in its best interest to make any additional documents or information available to the public.

Filing and Contact Details

Filer

Filer Name
Go Lloyd
EIN
93-1146337
Phone
5032366441
Address
700 NE MULTNOMAH, PORTLAND, OR 97232

Signing Officer

Name
Owen Ronchelli
Title
Secretary
Signed
2017-11-09
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
18
Independent Board Members
18
Employees
8

Preparer

Firm
Richard K Gonzales CPA
Address
4838 NE Sandy Blvd Suite 102, Portland, OR 97213
Preparer
Richard K Gonzales CPA
Phone
5034123636
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: Other: The organization continued administrative support to the Lloyd Business Improvement District. OTHER PROGRAM SERVICES 5: Outreach and Communications:WE ORGANIZED FOUR TRANSPORTATION FAIRS AROUND THE LLOYD NEIGHBORHOOD IN JULY AND AUGUST, WITH SEVERAL TRANSPORTATION ORGANIZATIONS REPRESENTED AND ATTENDED BY APPROXIMATELY 300 EMPLOYEES AND RESIDENTS.WE CONDUCTED SUMMER OUTREACH AT THE WEEKLY LLOYD FARMERS MARKET, LUNCHTIME CONCERTS, AND OTHER COMMUNITY EVENTS WITH THE ASSISTANCE OF A SUMMER INTERN.WE CONTINUED TO CONDUCT OUTREACH WITH MANY OF THE 500 BUSINESS IN LLOYD, INCLUDING REGULAR EMAILS, IN-PERSON MEETINGS, AND PAPER COMMUNICATIONS SUCH AS EVENT POSTERS. OTHER PROGRAM SERVICES 6: CONNECTING PEOPLE:AS WE MOVE FORWARD, GO LLOYD WILL FOCUS NOT ONLY OUR EMPLOYEES AND RESIDENTS, BUT ALSO ON THE TENS OF THOUSANDS OF VISITORS WHO COME TO LLOYD EACH YEAR TO SHOP, EAT, WATCH GAMES AND CONCERTS, ATTEND CONVENTIONS, AND MORE.GO LLOYD DEVELOPED NEW PARTNERSHIPS WITH BIKETOWN & AARP. WE ALSO WORKED WITH LLOYD ECODISTRICT ON MULTNOMAH POLLINATOR CORRIDOR.

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IRS990/Desc0Transit: As part of the Universal Pass program, the organization distributed approximately 4,900 Commute Choices surveys, analyzed data, and compiled reports for member businesses. 30 Universal Pass contracts were renewed and 3,900 passes sold. The organization also sold more than 2,000 non-Universal Pass fare instruments through the GO LLOYD TRANSPORTATION STORE. Successfully negotiated new rate for 2016-2017 Universal Annual Transit Pass Program.MAINTAINED AN EMPLOYEE USE OF TRANSIT USE AT 20% OF COMMUTE TRIPS (FOR ALL BUSINESS) AND 37% FOR UNIVERSAL PASSES; INCREASED BICYCLE AND PEDESTRIAN COMMUTES; HELPED FUND PEDESTRIAN SAFETY AND IMPROVEMENTS; INCREASED AWARENESS OF NEIGHBORHOOD TRANSIT OPTIONS; CONNECTED WITH BUSINESSES AND PROVIDED OUTREACH SERVICES AND IMPROVED COMMUNICATIONS; ANALYZED DATA FOR PLANNING AND IMPROVED SERVICES; REDUCED EMISSIONS FOR IMPROVED AIR QUALITY.DRIVE-ALONE RATES ARE DOWN 25% SINCE 1997.GO LLOYD SURVEYED 4,900 EMPLOYEES AND TOOK 659 PHOTOS FOR THE UNIVERSAL PASS PROGRAM.
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IRS990/Form990PartVIISectionAGrp/TitleTxt19Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt20TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt21VICE CHAIR
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IRS990/MissionDesc0GO LLOYD CONNECTS PEOPLE AND PLACES BY CREATING PARTNERSHIPS AND TRANSPORTATION SOLUTIONS TO MAKE LLOYD EXTRAORDINARY. WE HELP PEOPLE DISCOVER AND US OUR AMAZING TRANSPORTATION OPTIONS BY CHAMPIONING VITAL INFRASTRUCTURE PROJECTS, AND BY DEVELOPING RELATIONSHIPS WITH OUR PARTNERS AND NEIGHBORS.
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IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
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IRS990/OtherExpensesGrp/Desc1EVENTS/PROMOTIONS
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IRS990/ProgSrvcAccomActy2Grp/Desc0Bicycles: Our Bike Committee works to achieve a 10% bicycling mode split by supporting the Lloyd cycling community and motivating employees and residents to commute by bike.SINCE 1997, GO LLOYD HAS HELPED TO REDUCE THE NUMBER OF SINGLE-OCCUPANT VEHICLE TRIPS AND VEHICLE MILES TRAVELED (VMT), A KEY MEASUREMENT OF THE ORGANIZATION'S SUCCESS. BETWEEN 1997 AND 2016, GO LLOYD ELIMINATED APPROXIMATELY 78,133,051 VMT, 18,603 DAILY CAR TRIPS AND 2,490 TONS OF AIR POLLUTION. APPROXIMATELY 1,000 FEWER PARKING SPACES ARE NEEDED TO ACCOMODATE THE SAME NUMBER OF TRIPS. THAT SAVES MORE THAN 40 MILLION DOLLARS IN CONTRUCTION COSTS AND FREES UP PARKING FOR VISITORS AND SHOPPERS.THIS YEAR MARKS THE FIRST TIME GO LLOYD SURVEYED RESIDENTS AS WELL AS EMPLOYEES ON THEIR TRAVEL BEHAVIOR AND PERCEPTIONS OF THE NEIGHBORHOOD. WE'LL USE THIS INFORMATION TO GAUGE OUR EFFECTIVENESS IN WORKING WITH THOSE WHO CALL LLOYD HOME AS WELL AS THOSE WHO WORK HERE.IN 2016, GO LLOYD LED 8 BIKES RIDES; WROTE 24 COMMUTE PLANS; HELD 7 WORKSHOPS; WORKED ON DEVELOPING A PLAN FOR THE MULTNOMAH STREET BIKEWAY; HELD ITS 19TH ANNUAL BIKE TO WORK DAY PARTY WITH OVER 100 ATTENDEES; DEVELOPED A NEW PARTNERSHIP WITH BIKETOWN; HELPED OPEN THE LLOYD CYCLE STATION; AND WORKED WITH THE LLOYD ECODISTRICT ON AN E-BIKE PILOT AND POLLINATOR CORRIDOR PLANTING.
IRS990/ProgSrvcAccomActy3Grp/Desc0Pedestrian: The Pedestrian Committee works to make walking in Lloyd safe, fun, easy, and interesting.DURING 2016: WE CONDUCTED 12 GUIDED WALKING EVENTS AND TRASH CLEAN-UPS THROUGHOUT THE YEAR, INCLUDING OUR FIRST EVER WALKTOBER SCAVENGER HUNT, WITH OVER 100 ATTENDEES TOTAL ACROSS ALL EVENTS.WE PRINTED AND DISTRIBUTED HUNDREDS OF WALKING MAPS IN OUR "LUNCHTIME LEISURE" SERIES, WHICH INCLUDES 7 DIFFERENT MAPS OF WALKS AROUND AND NEAR LLOYD.WE CONDUCTED INVENTORIES OF PEDESTRIAN INFRASTRUCTURE INCLUDING WAYFINDING SIGNS, INSPIRATION STATIONS, TRASH CANS AND LIDS, STREET LIGHT POLES, AND UTILITY BOXES.WE REPAINTED TRASH CAN LIDS ALONG NE HOLLADAY STREET AND CONDUCTED THE BID PROCESS FOR A FUTURE (2017) PROJECT TO REPAINT STREET LIGHT POLES ALONG NE HOLLADAY ST., WITH THE GOAL OF IMPROVING THE PEDESTRIAN EXPERIENCE ON THIS STREET AND ENCOURAGING MORE PEOPLE TO WALK HERE.WE MAINTAINED SEVEN "INSPIRATION STATIONS," OUR VERSION OF POETRY POSTS, FILLED WITH WORDS AND PICTURES BY LLOYD RESIDENTS AND EMPLOYEES.
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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.$1.20$0.22$0.98$0.52$0.45$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.93$0.01$0.91$0.55$0.45$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.83$0.02$0.81$0.41$0.39$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.82$0.03$0.79$0.53$0.47$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.75$0.02$0.73$0.61$0.56$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.74$0.06$0.68$0.64$0.60$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.70$0.06$0.64$0.50$0.47$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.66$0.05$0.61$0.45$0.49$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.70$0.05$0.65$0.41$0.39$0.02
2015Summary only. Only limited summary data is available for this year.$0.66$0.03$0.63$0.24$0.51$0.27
2014Summary only. Only limited summary data is available for this year.$0.93$0.03$0.90$0.47$0.49$0.01
2013Summary only. Only limited summary data is available for this year.$1.00$0.08$0.91$0.35$0.48$0.13
2012Summary only. Only limited summary data is available for this year.$1.09$0.05$1.05$0.76$0.43$0.33
2011Summary only. Only limited summary data is available for this year.$0.74$0.03$0.71$0.27$0.39$0.12