Civic Intelligence

Oregon Transit Association

990 • Fiscal year 2024 • EIN 94-3071963

Jul 01, 2023 to Jun 30, 2024 • Filed on May 15, 2025

5434 River Road N Ste 371Keizer, OR 97303

(503) 406-3936

Siviq Scores

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

Liabilities / Assets

89th percentile

0.39x

Higher debt load relative to assets than 89% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

77th percentile

0.10x

Higher debt load relative to revenue than 77% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

67th percentile

13%

Higher net margin than 67% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

97th percentile

139%

Faster asset growth than 97% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

41%

Faster revenue growth than 85% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$69,864

Up $40,622 (+139%) from 2023

Net Assets

Up

$42,778

Up $13,536 (+46%) from 2023

Liabilities

Up

$27,086

Up $27,086 from 2023

Revenue

Up

$263,404

Up $76,199 (+41%) from 2023

Expenses

Up

$230,332

Up $21,255 (+10%) from 2023

Net Income

Up

$33,072

Up $54,944 (+251%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$69,864
Liabilities$27,086
Net Assets$42,778

Operations Trend

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

2024

Revenue$263,404
Expenses$230,332
Net Income$33,072
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$263,404
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$29,242$42,778▲ $13,536
Cash and Non-Interest-Bearing Accounts$29,242$38,835▲ $9,593
Accounts Receivable-$31,029-
Total Assets$29,242$69,864▲ $40,622
Liabilities
Accounts Payable and Accrued Expenses-$27,086-
Total Liabilities$0$27,086▲ $27,086
Net Assets / Fund Balance
Total Net Assets Fund Balance$29,242$42,778▲ $13,536
Total Liabilities and Net Assets / Fund Balance$29,242$69,864▲ $40,622

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$3,700$3,700
Compensation and Service Providers

Board Members and Trustees

NameTitle
Andi HowellPast President
Derek HofbauerPresident
Allan PollockVice President
Adrian MateosDirector
Brian VitulliDirector
Cheryl CheasDirector
Cynda BruceDirector
Dwight BrashearDirector
Julie BrownDirector
Julie Wilckie PilmerDirector
Kim CurleyDirector
Kimberly StanchfieldDirector
Lisa ScherfDirector
Miles PengillyDirector
Rob ZakoDirector
Suzanne CarlsonDirector
Patrick SiengExecutive Director
Pat WalshTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$263,404
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$33,072
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$230,332
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
Fees for Services Management---$99,175
Conferences and Meetings---$20,748
Travel---$9,747
Other Expenses$7,275--$7,275
Office Expenses---$6,650
Insurance---$1,970
Fees for Services Accounting---$1,700
All Other Expenses---$175
Fees for Services Lobbying---$100
Interest---$81
Total Functional Expenses$0$0$0$230,332
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
Yes
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$100
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

Sieng enterprises llc coordinates conference planning and does the general management ofthe association including the finances, member communications, and other administrativeservices. Sieng enterprises llc 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
5434 RIVER ROAD N STE 371, KEIZER, OR 97303

Signing Officer

Name
Patrick Sieng
Title
Executive Direc
Phone
5039241181
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Pauly Rogers and Co Pc
Address
12700 SW 72ND AVE, PORTLAND, OR 97223
Preparer
Roy R Rogers
Phone
5036202632
Supplemental Narrative

Additional Explanations

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.

Raw XML AppendixShowing 400 of 433 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt15VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt16PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt17EXECUTIVE DIRECTOR
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IRS990/PrincipalOfficerNm0PATRICK SIENG
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SIENG ENTERPRISES LLC COORDINATES CONFERENCE PLANNING AND DOES THE GENERAL MANAGEMENT OFTHE ASSOCIATION INCLUDING THE FINANCES, MEMBER COMMUNICATIONS, AND OTHER ADMINISTRATIVESERVICES. SIENG ENTERPRISES LLC 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/ExplanationTxt6FORM 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/FormAndLineReferenceDesc6General explanation attachment
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IRS990/TerminateOperationsInd0false
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