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Nonprofiteer
← TECHNOLOGY ASSOCIATION OF OREGON

Form 990 for tax year 2022

Filed by TECHNOLOGY ASSOCIATION OF OREGON.

Totals

Total revenue
$1,508,962
Total expenses
$1,267,274
Contributions and grants received
$811,923
Grants paid
$0
Program service revenue
$658,596
Investment income
$182
Other revenue
$38,261
Total assets, end of year
$1,122,940
Total liabilities, end of year
$554,496
Net assets or fund balances, end of year
$568,444
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $811,923

  • 2a · Program service revenue: SPONSOR INCOME

    total $643,346 · related or exempt $643,346

  • 2b · Program service revenue: ATTENDEE INCOME

    total $15,250 · related or exempt $15,250

  • 3 · Investment income

    total $182 · excluded $182

  • 11a · Other revenue: NON DUE INCOME

    total $38,261 · related or exempt $38,261

  • 11e · Other revenue, total

    $38,261

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $190,021

  • 7 · Other salaries and wages

    total $416,634

  • 8 · Pension plan contributions

    total $2,257

  • 9 · Other employee benefits

    total $44,168

  • 10 · Payroll taxes

    total $75,636

  • 11c · Fees: accounting

    total $80,884

  • 11d · Fees: lobbying

    total $49,500

  • 12 · Advertising and promotion

    total $680

  • 13 · Office expenses

    total $55,236

  • 16 · Occupancy

    total $24,446

  • 17 · Travel

    total $9,285

  • 19 · Conferences, conventions and meetings

    total $10,243

  • 22 · Depreciation, depletion and amortization

    total $3,160

  • 23 · Insurance

    total $12,494

  • 24a · Other expenses: FACILITIES AND FOOD

    total $205,383

  • 24b · Other expenses: OTHER DIRECT EVENT

    total $48,287

  • 24c · Other expenses: CONTRACT SERVICES

    total $27,386

  • 24d · Other expenses: MISCELLANEOUS

    total $6,593

  • 24e · All other expenses

    total $4,981

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $476,011 · end of year $377,158

  • 4 · Accounts receivable

    beginning of year $434,356 · end of year $705,672

  • 9 · Prepaid expenses and deferred charges

    beginning of year $55,716 · end of year $13,066

  • 10a · Land, buildings and equipment: cost or other basis

    $22,432

  • 10b · Land, buildings and equipment: accumulated depreciation

    $18,282

  • 10c · Land, buildings and equipment, net

    beginning of year $7,310 · end of year $4,150

  • 15 · Other assets

    beginning of year $25,415 · end of year $22,894

  • 17 · Accounts payable and accrued expenses

    beginning of year $131,956 · end of year $32,856

  • 19 · Deferred revenue

    beginning of year $540,096 · end of year $521,640

  • 27 · Net assets without donor restrictions

    beginning of year $325,743 · end of year $567,431

  • 28 · Net assets with donor restrictions

    beginning of year $1,013 · end of year $1,013

Mission and programs · 2022

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.

Activities or mission (Part I)

SUPPORT OUR MEMBERS AND PROMOTE THE GROWTH AND QUALITY OF OREGON'S TECHNOLOGY INDUSTRY.

  • PROFESSIONAL DEVELOPMENT: HOSTED 92 EVENTS AND PROMOTED OPPORTUNITIES FOR ASSOCIATION AND INDUSTRY MEMBERS TO ENGAGE WITH THOUGHT LEADERS IN CRITICAL AREAS OF INTEREST, 4,800 ATTENDEES AND 1,600 COMPANIES REPRESENTED. TOPICS INCLUDED, BUT WERE NOT LIMITED TO, BEST PRACTICES, PROGRAM/PROJECT MANAGEMENT, AND LEADERSHIP. TO ENCOURAGE THE GREATEST PARTICIPATION, FORMATS INCLUDED SINGLE PRESENTERS, PANEL PRESENTATIONS, IN-PERSON AND ONLINE MEETINGS, WEBINARS, AND PROMOTED FURTHER DISCUSSION AND PARTICIPATION THROUGH BOTH OUR ORGANIZATIONAL AND SOCIAL NETWORK WEBSITES.

  • LEADERSHIP EXCHANGE: HOSTED 40 CLOSED-DOOR MEETINGS FOR SENIOR MANAGEMENT AND EXECUTIVES, 2,400 ATTENDEES AND 730 COMPANIES REPRESENTED, TO ENGAGE WITH EACH OTHER, USUALLY MODERATED BY INDUSTRY THOUGHT LEADERS. MEETINGS INCLUDED INFORMATION REGARDING BEST PRACTICES, NEWEST TRENDS AND NEW OPPORTUNITIES FOR BUSINESS AND ECONOMIC DEVELOPMENT. AFTER MARCH 2020, WE HELD EVENTS ONLINE FEATURING THE SAME TOPICS BUT ALSO RELATING TO HOW TO COPE WITH THE PANDEMIC.

  • BUSINESS/INDUSTRY DEVELOPMENT: HOSTED AND PROMOTED 15 EVENTS FOR INDUSTRY MEMBERS, 1,400 ATTENDEES AND 850 COMPANIES REPRESENTED, TO STIMULATE BUSINESS GROWTH BY ENGAGING PEERS AND THOUGHT LEADERS OF THE INDUSTRY TOGETHER AND PROVIDE OPPORTUNITIES FOR THEM TO CREATE STRATEGIC PARTNERSHIPS. PARTICIPATED IN KEY LOCAL TRADE SHOWS AND COMMUNITY PROGRAMS SHOWCASING OREGON SOFTWARE AND TECH COMPANIES.

As filed on the 2022 return.

Listed in Part VII

  • Brent Bullock

    BOARD MEMBER/ SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Rod Clark

    BOARD MEMBER/ TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Celeste Edman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Warren Newberry Jr

    BOARD MEMBER/ PRESIDENT

    Total calculated
    $253,021
    From this org
    $234,083
    From related orgs
    $0
    Other
    $18,938
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $234,083
    Bonus
    $0
    Other
    $0
    Deferred
    $1,927
    Nontaxable benefits
    $17,011
    Filer's total
    $253,021
  • Maggie Hubbell

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Charlie Kawasaki

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Mohan Nair

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Jane Ullman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • John Kochavatr

    BOARD MEMBER/ CHAIR EMERITUS

    Total calculated
    $0
    Hours/week
    1
  • Lora Dicarlo

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Mariah Scott

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Litzy Garcia

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Allison Magyar

    BOARD MEMBER/ CHAIR

    Total calculated
    $0
    Hours/week
    1
  • Scott Keeney

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Heidi Eggert

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Jon Miko

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Brian Tol

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Mike White

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Blair Minniti

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Joan Pepin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Sue Richards

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Tony Seminary

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Rashid Skaf

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Josh Smith

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Michelle Soares

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Tayo Akins

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Leigh Gower

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Amir Johnson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Eric Pierce

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Independent compensation consultant
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202343189349318419

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