Civic Intelligence

Oregon Transit Association

990 • Fiscal year 2022 • EIN 94-3071963

Jul 01, 2021 to Jun 30, 2022 • Filed on Mar 13, 2023

Organization ProfileOREGONTRANSIT.COM
700 N Hayden Island Drive Ste 160Portland, OR 97217

(503) 924-1181

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Net Margin

28th percentile

-8.4%

Higher net margin than 28% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Asset Growth

15th percentile

-25%

Faster asset growth than 15% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

44th percentile

4.4%

Faster revenue growth than 44% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$55,690

Down $18,209 (-25%) from 2021

Net Assets

Down

$55,690

Down $18,209 (-25%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin28th percentile

Revenue

Up

$217,701

Up $9,125 (+4.4%) from 2021

Expenses

Up

$235,910

Up $77,520 (+49%) from 2021

Net Income

Down

-$18,209

Down $68,395 (-136%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$150K$100K$50K$0Assets 2012: $82,465Liabilities 2012: $02012Assets 2013: $94,805Liabilities 2013: $0Net Assets 2013: $94,8052013Assets 2014: $108,207Liabilities 2014: $0Net Assets 2014: $108,2072014Assets 2015: $112,866Liabilities 2015: $569Net Assets 2015: $112,2972015Assets 2017: $88,356Liabilities 2017: $0Net Assets 2017: $88,3562017Assets 2018: $83,286Liabilities 2018: $0Net Assets 2018: $83,2862018Assets 2020: $23,711Liabilities 2020: $0Net Assets 2020: $23,7112020Assets 2021: $73,899Liabilities 2021: $0Net Assets 2021: $73,8992021Assets 2022: $55,690Liabilities 2022: $0Net Assets 2022: $55,6902022Assets 2023: $29,242Liabilities 2023: $0Net Assets 2023: $29,2422023Assets 2024: $69,864Liabilities 2024: $27,086Net Assets 2024: $42,7782024

Highlighted filing

2022

Assets$55,690
Liabilities$0
Net Assets$55,690
Open 2022 Filing

Operations Trend

Revenue Growth44th percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $199,830Expenses 2012: $190,680Net Income 2012: $9,1502012Revenue 2013: $205,681Expenses 2013: $193,341Net Income 2013: $12,3402013Revenue 2014: $241,083Expenses 2014: $227,681Net Income 2014: $13,4022014Revenue 2015: $228,313Expenses 2015: $224,223Net Income 2015: $4,0902015Revenue 2017: $179,944Expenses 2017: $205,410Net Income 2017: -$25,4662017Revenue 2018: $229,514Expenses 2018: $234,584Net Income 2018: -$5,0702018Revenue 2020: $180,498Expenses 2020: $227,078Net Income 2020: -$46,5802020Revenue 2021: $208,576Expenses 2021: $158,390Net Income 2021: $50,1862021Revenue 2022: $217,701Expenses 2022: $235,910Net Income 2022: -$18,2092022Revenue 2023: $187,205Expenses 2023: $209,077Net Income 2023: -$21,8722023Revenue 2024: $263,404Expenses 2024: $230,332Net Income 2024: $33,0722024

Highlighted filing

2022

Revenue$217,701
Expenses$235,910
Net Income-$18,209
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Mar 13, 2023
Return Version
2021v4.2
Gross Receipts
$217,701
Mission and Program Overview

Mission

The purpose of the association is to assist members in the development and improvement of efficient, safe, and convenient transportation services, techniques, methods, facilities, and equipment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$73,899$55,690▼ $18,209
Cash and Non-Interest-Bearing Accounts$55,635$37,425▼ $18,210
Savings and Temporary Cash Investments$13,396$13,397▲ $1
Accounts Receivable$4,868$4,868→ $0
Total Assets$73,899$55,690▼ $18,209
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$73,899$55,690▼ $18,209
Total Liabilities and Net Assets / Fund Balance$73,899$55,690▼ $18,209

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$3,700$3,700
Compensation and Service Providers
Top Officer Pay87th percentile

Board Members and Trustees

NameTitle
Andi HowellPresident
Tom MarkgrafVice President
Adrian MateosDirector
Allan PollockDirector
Cheryl CheasDirector
Cynda BruceDirector
Dwight BrashearDirector
Jim PaulDirector
Julie BrownDirector
Julie WilckieDirector
Karyn CriswellDirector
Kim CurleyDirector
Lisa ScherfDirector
Mark JohnsonDirector
Susan JohnsonDirector
Kelly RossExecutive Director
Derek HofbauerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$217,700
Investment Income
$1
Other Revenue
$0
Change in Net Assets
$-18,209
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$235,910
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$86,198--$86,198
Fees for Services Other$76,776--$76,776
Fees for Services Management$66,352--$66,352
Insurance$2,446--$2,446
Other Expenses$1,047--$1,047
Fees for Services Accounting$1,000--$1,000
Total Functional Expenses$235,910$0$0$235,910
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Management duties delegation Part VI line 3

“Western advocates coordinates conference planning and does the general management of the association including the finances, member communications, and other administrative services. Western advocates handles overall management of otas meetings, finances, records, and communications.”

Members or stockholder classes and rights Part VI line 6

“Eligible transit providers, as described in the organizations bylaws, make up the general membership. Ineligible individuals and entities may become part of the associate membership. However, associate members do not have voting rights unless they are elected to the board of directors, in which case they can vote only on matters requiring a vote by the board of directors.”

Member election for additional members Part VI line 7A

“Board members are elected by majority vote of otas members, on a semi-annual basis. Each transit provider member represented will be entitled to one vote at all meetings, at which the vote of the membership is appropriate.”

Committee meeting documentation Part VI line 8B

“No committee had authority to act on behalf of the governing body.”

Form 990 governing body review Part VI line 11

“Form 990 is reviewed by executive committee before filing.”

Governing documents etc available to public Part VI line 19

“Governing documents, policies, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Oregon Transit Association
EIN
94-3071963
Address
700 N HAYDEN ISLAND DRIVE STE 160, PORTLAND, OR 97217

Signing Officer

Name
Kelly Ross
Title
Executive Direc
Phone
5039241181
Signed
2023-03-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kelly Ross
Formed
1978
Legal Domicile
Or
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
18

Preparer

Firm
Ras Group LLC
Address
12700 SW 72ND AVENUE, TIGARD, OR 97223
Preparer
Roy R Rogers
Phone
5036848421
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

“Professional fees $76,776.00”

General explanation attachment

“Form 990, part vi, line 1a - explanation of material differences of voting rightsthe president shall vote only in the event of an even (tie) vote.”

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IRS990/PrincipalOfficerNm0KELLY ROSS
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IRS990/ProgramServiceRevenueGrp/Desc1CONFERENCE FEES
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt013396
IRS990/SavingsAndTempCashInvstGrp/EOYAmt013397
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0142950
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0140300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0283250
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IRS990ScheduleA/InvestmentIncomePYPct00.00000
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IRS990ScheduleA/OtherIncome509Grp/TotalAmt02412
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03700
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03700
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WESTERN ADVOCATES COORDINATES CONFERENCE PLANNING AND DOES THE GENERAL MANAGEMENT OF THE ASSOCIATION INCLUDING THE FINANCES, MEMBER COMMUNICATIONS, AND OTHER ADMINISTRATIVE SERVICES. WESTERN ADVOCATES HANDLES OVERALL MANAGEMENT OF OTAS MEETINGS, FINANCES, RECORDS, AND COMMUNICATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ELIGIBLE TRANSIT PROVIDERS, AS DESCRIBED IN THE ORGANIZATIONS BYLAWS, MAKE UP THE GENERAL MEMBERSHIP. INELIGIBLE INDIVIDUALS AND ENTITIES MAY BECOME PART OF THE ASSOCIATE MEMBERSHIP. HOWEVER, ASSOCIATE MEMBERS DO NOT HAVE VOTING RIGHTS UNLESS THEY ARE ELECTED TO THE BOARD OF DIRECTORS, IN WHICH CASE THEY CAN VOTE ONLY ON MATTERS REQUIRING A VOTE BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS ARE ELECTED BY MAJORITY VOTE OF OTAS MEMBERS, ON A SEMI-ANNUAL BASIS. EACH TRANSIT PROVIDER MEMBER REPRESENTED WILL BE ENTITLED TO ONE VOTE AT ALL MEETINGS, AT WHICH THE VOTE OF THE MEMBERSHIP IS APPROPRIATE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO COMMITTEE HAD AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 IS REVIEWED BY EXECUTIVE COMMITTEE BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROFESSIONAL FEES $76,776.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FORM 990, PART VI, LINE 1A - EXPLANATION OF MATERIAL DIFFERENCES OF VOTING RIGHTSTHE PRESIDENT SHALL VOTE ONLY IN THE EVENT OF AN EVEN (TIE) VOTE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Management duties delegation Part VI line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6List of other fees for services expenses Part IX line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7General explanation attachment
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IRS990/SubjectToProxyTaxInd0true
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0235910
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IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt055690
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0217700
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0217701
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt018
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt055690
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt017
IRS990/VotingMembersIndependentCnt017
IRS990/WebsiteAddressTxt0OREGONTRANSIT.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLY ROSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIREC
ReturnHeader/BusinessOfficerGrp/PhoneNum05039241181
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-13

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,690
Liabilities
$0
Net assets
$55,690
Revenue
$217,701
Expenses
$235,910
Net income
-$18,209
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.70$0.27$0.43$2.63$2.30$0.33
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$0.00$0.29$1.87$2.09$0.22
2022Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$2.18$2.36$0.18
2021Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$2.09$1.58$0.50
2020Summary only. Only limited summary data is available for this year.$0.24$0.00$0.24$1.80$2.27$0.47
2018Summary only. Only limited summary data is available for this year.$0.83$0.00$0.83$2.30$2.35$0.05
2017Summary only. Only limited summary data is available for this year.$0.88$0.00$0.88$1.80$2.05$0.25
2015Summary only. Only limited summary data is available for this year.$1.13$0.01$1.12$2.28$2.24$0.04
2014Summary only. Only limited summary data is available for this year.$1.08$0.00$1.08$2.41$2.28$0.13
2013Summary only. Only limited summary data is available for this year.$0.95$0.00$0.95$2.06$1.93$0.12
2012Summary only. Only limited summary data is available for this year.$0.82$0.00$2.00$1.91$0.09