Totals
- Total revenue
- $553,228
- Total expenses
- $448,201
- Contributions and grants received
- $258,600
- Grants paid
- $0
- Program service revenue
- $269,180
- Investment income
- $25,448
- Other revenue
- $0
- Total assets, end of year
- $926,608
- Total liabilities, end of year
- $14,065
- Net assets or fund balances, end of year
- $912,543
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
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.
-
1f · All other contributions, gifts and grants
$258,600
-
2a · Program service revenue: Fees & Contracts Gov Agencies
total $269,180 · excluded $269,180
-
3 · Investment income
total $25,448 · excluded $25,448
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $103,000
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $219,105
-
8 · Pension plan contributions
total $6,148
-
9 · Other employee benefits
total $20,020
-
10 · Payroll taxes
total $29,219
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $575
-
11c · Fees: accounting
total $5,571
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $1,027
-
12 · Advertising and promotion
total $50
-
13 · Office expenses
total $0
-
14 · Information technology
total $740
-
15 · Royalties
total $0
-
16 · Occupancy
total $2,025
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $439
-
23 · Insurance
total $3,148
-
24a · Other expenses: BICYCLE & MRAC PROJECTS
total $26,173
-
24b · Other expenses: EVENTS/PROMOTIONS
total $9,452
-
24c · Other expenses: WORKSTATION SUBSCRIPTIONS
total $4,261
-
24d · Other expenses: TELEPHONE
total $3,909
-
24e · All other expenses
total $13,339
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $217,871 · end of year $283,698
-
2 · Savings and temporary cash investments
beginning of year $584,537 · end of year $609,824
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $14,303 · end of year $19,774
-
10a · Land, buildings and equipment: cost or other basis
$44,610
-
10b · Land, buildings and equipment: accumulated depreciation
$31,298
-
10c · Land, buildings and equipment, net
beginning of year $13,751 · end of year $13,312
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $11,723 · end of year $13,539
-
25 · Other liabilities
beginning of year $11,223 · end of year $526
-
27 · Net assets without donor restrictions
beginning of year $807,516 · end of year $912,543
Mission and programs · 2023
Mission
GO LLOYD CONNECTS PEOPLE AND PLACES BY CREATING PARTNERSHIPS AND TRANSPORTATION SOLUTIONS TO MAKE LLOYD EXTRAORDINARY.
-
TRANSPORTATION STORE:THE GO LLOYD TRANSPORTATION STORE, LOCATED IN OUR OFFICE IN THE LLOYD 700 BUILDING, IS OPEN FOUR DAYS A WEEK TO PROVIDE SUPPORT TO LOCAL CUSTOMERS AND LLOYD CYCLE STATION MEMBERS.AS AN EXPANDED SERVICE, THE STORE NOW SERVES AS A LOW-INCOME VERIFICATION CENTER FOR TRIMET'S REDUCED FARE PROGRAM. WITH REMOTE WORK HAVING DECREASED BY 9% THIS YEAR, WE HAVE BEGUN TO SEE EMPLOYERS RETURN TO GO LLOYD'S UNIVERSAL PASS PROGRAM. AS A RESULT, 1,840 LLOYD EMPLOYEES RESPONDED TO OUR ANNUAL COMMUTE CHOICE SURVEY, AND WE FOUND THAT TRANSIT, BICYCLING, AND CAR- AND VAN-POOL RATES HAD ALL DOUBLED FROM 2022. SEEING THIS ENCOURAGING BUMP IN TRANSPORTATION OPTION USE, WE CONTINUE TO ADMINISTER AND ACTIVELY PROMOTE OUR HIGHLY EFFECTIVE PASS PROGRAM WITH AN EYE ON THE FUTURE.1,109 CARS REMOVED FROM DAILY COMMUTE.
-
EVENT PARKING DISTRICT: SINCE 2022, LLOYD HAS BEEN A DESIGNATED EVENT PARKING DISTRICT. THIS MEANS THAT DURING EVENTS WITH MORE THAN 12,000 ATTENDEES, PARKING METER RATES ARE TRIPLED TO INCENTIVIZE VISITORS TO BIKE, TAKE TRANSIT, OR CARPOOL TO EVENTS. THIS DESIGNATION HELPS TO MANAGE ON-STREET PARKING DEMAND MORE EFFICIENTLY FOR RESIDENTS, AND LOWERS TRAFFIC CONGESTION BY REDUCING THE NUMBER OF CARS CIRCLING FOR PARKING. FURTHER, REVENUE FROM THE EVENT PARKING DISTRICT HELPS TO FUND IMPROVEMENTS AROUND THE NEIGHBORHOOD AND THE TRANSPORTATION WALLET: ACCESS FOR ALL PROGRAM.GO LLOYD HAS WORKED WITH THE PORTLAND BUREAU OF TRANSPORTATION (PBOT) SINCE 2021 TO COLLECT AND MEASURE LOCAL PARKING DATA - INITIALLY TO ESTABLISH THE EVENT PARKING DISTRICT, AND NOW TO HELP DETERMINE RATE ADJUSTMENTS. THIS YEAR WE COMPLETED OUR THIRD PARKING STUDY OVERALL AND SECOND WITH EVENT-BASSED PRICING IMPLEMENTED. WE ARE ENCOURAGED BY THE RESULTS OF THE FIRST COUPLE OF YEARS OF THIS DESIGNATION, AND WILL CONTINUE TO FACILITATE THIS INITIATIVE AS MORE EVENTS RETURN TO LLOYD.THE LLOYD CYCLE STATION IS A WORLD-CLASS CONTROLLED-ACCESS BIKE PARKING FACILITY FOR ANYONE RESIDING OR WORKING IN THE LLOYD NEIGHBORHOOD.BIKE PARKING IS FREE FOR EMPLOYEES FOR THE LLOYD 700 BUILDING AND $15 A MONTH/$99 A YEAR FOR MEMBERS JOINING FROM AMERICAN ASSETS TRUST BUILDINGS OR LLOYD AREA RESIDENCES. AN UPDATED FEE STRUCTURE WAS AGREED UPON AND WILL BE ENFORCED STARTING IN 2024.
-
COMMUNITY INVESTMENT:BY CITY ADMINISTRATION RULE, 5% OF NET REVENUE FROM THE LLOYD PARKING METER DISTRICT GETS REINVESTED IN THE NEIGHBORHOOD, AND THE METER REVENUE ALLOCATION COMMITTEE PRIORITIZES THOSE FUNDS FOR PROJECTS THAT ENHANCE THE TRANSPORTATION SYSTEM AND THE NEIGHBORHOOD AS A WHOLE. OVER THE YEARS, NEARLY $2 MILLION DOLLARS HAS BEEN REINVESTED IN LLOYD.WHILE THINGS HAVE SLOWED IN RECENT YEARS, WE CONTINUE TO MAKE STRATEGIC AND OPPORTUNISTIC INVESTMENTS IN TRANSPORTATION INFRASTRUCTURE, INCLUDING THE BLUMENAUER BRIDGE, UPDATED BICYCLING AND PEDESTRIAN AMENITIES, AND PUBLIC GARBAGE CANS. ADDITIONAL FUNDING HAS GONE TO PAY FOR STREETCAR VEHICLES AND FOR REAL-TIME TRANSIT TRACKERS AT BUS STOPS, ON MAX PLATFORMS, AND IN BUILDING LOBBIES. GO LLOYD IS GRATEFUL FOR ITS ROLE IN SHAPING PARKING POLICY AND GUIDING INFRASTRUCTURE INVESTMENTS IN LLOYD.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Owen RonchelliOWEN RONCHELLI
SECRETARY
- Total calculated
- $103,000
- From this org
- $100,000
- From related orgs
- $0
- Other
- $3,000
- Hours/week
- 36
-
Kristan AlldrinKRISTAN ALLDRIN
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Sarah MooreSARAH MOORE
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Amy NagyAMY NAGY
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Craig StroudCRAIG STROUD
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Jeff BrownJEFF BROWN
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Wade LangeWADE LANGE
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Chad MitchellCHAD MITCHELL
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Clay ThompsonCLAY THOMPSON
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Dan BowerDAN BOWER
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jr BurwellJR BURWELL
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Ty WymanTY WYMAN
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Steve DaySTEVE DAY
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Lisa KleinLISA KLEIN
MEMBER
- Total calculated
- $0
- Hours/week
- 2
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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413189349303736
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