2023-11-14T19:01:11-06:00 2022-12-31 930792674 DOTY PRUETT WILSON PC 447 STATE STREET SALEM OR 97301 990 2022-01-01 931003193 TECHNOLOGY ASSOCIATION OF OREGON TECH 5032109789 PO BOX 12544 PORTLAND OR 97212 WARREN JR NEWBERRY PRESIDENT 5039293700 2023-11-14 1 WARREN JR NEWBERRY 999009999 0 BENJAMIN M WILSON CPA P00274951 5033629152 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z NEWBERRY JR WARREN PO BOX 12544 PORTLAND OR 97212 1508962 0 X WWW.TECHOREGON.ORG X 1989 OR SUPPORT OUR MEMBERS AND PROMOTE THE GROWTH AND QUALITY OF OREGON'S TECHNOLOGY INDUSTRY. 29 28 14 300 0 0 874491 811923 458264 658596 123 182 3191 38261 1336069 1508962 0 0 0 0 826144 728716 0 0 0 437139 538558 1263283 1267274 72786 241688 998808 1122940 672052 554496 326756 568444 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. 0 0 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. 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 8 0 1 14 1 0 0 0 0 1 1 0 0 0 X 29 28 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X WARREN NEWBERRY JR 5032109789 PO BOX 12544 PORTLAND OR 97212 BRENT BULLOCK BOARD MEMBER/ SECRETARY 1.00 X X 0 0 0 ROD CLARK BOARD MEMBER/ TREASURER 1.00 X X 0 0 0 CELESTE EDMAN BOARD MEMBER 1.00 X 0 0 0 WARREN NEWBERRY JR BOARD MEMBER/ PRESIDENT 40.00 X X 234083 0 18938 MAGGIE HUBBELL BOARD MEMBER 1.00 X 0 0 0 CHARLIE KAWASAKI BOARD MEMBER 1.00 X 0 0 0 MOHAN NAIR BOARD MEMBER 1.00 X 0 0 0 JANE ULLMAN BOARD MEMBER 1.00 X 0 0 0 JOHN KOCHAVATR BOARD MEMBER/ CHAIR EMERITUS 1.00 X X 0 0 0 LORA DICARLO BOARD MEMBER 1.00 X 0 0 0 MARIAH SCOTT BOARD MEMBER 1.00 X 0 0 0 LITZY GARCIA BOARD MEMBER 1.00 X 0 0 0 ALLISON MAGYAR BOARD MEMBER/ CHAIR 1.00 X X 0 0 0 SCOTT KEENEY BOARD MEMBER 1.00 X 0 0 0 HEIDI EGGERT BOARD MEMBER 1.00 X 0 0 0 JON MIKO BOARD MEMBER 1.00 X 0 0 0 BRIAN TOL BOARD MEMBER 1.00 X 0 0 0 MIKE WHITE BOARD MEMBER 1.00 X 0 0 0 BLAIR MINNITI BOARD MEMBER 1.00 X 0 0 0 JOAN PEPIN BOARD MEMBER 1.00 X 0 0 0 SUE RICHARDS BOARD MEMBER 1.00 X 0 0 0 TONY SEMINARY BOARD MEMBER 1.00 X 0 0 0 RASHID SKAF BOARD MEMBER 1.00 X 0 0 0 JOSH SMITH BOARD MEMBER 1.00 X 0 0 0 MICHELLE SOARES BOARD MEMBER 1.00 X 0 0 0 TAYO AKINS BOARD MEMBER 1.00 X 0 0 0 LEIGH GOWER BOARD MEMBER 1.00 X 0 0 0 AMIR JOHNSON BOARD MEMBER 1.00 X 0 0 0 ERIC PIERCE BOARD MEMBER 1.00 X 0 0 0 234083 0 18938 1 0 1 0 0 811923 811923 SPONSOR INCOME 541900 643346 643346 ATTENDEE INCOME 541900 15250 15250 658596 182 182 NON DUE INCOME 900099 38261 38261 38261 1508962 696857 0 182 X 190021 416634 2257 44168 75636 80884 49500 680 55236 24446 9285 10243 3160 12494 FACILITIES AND FOOD 205383 OTHER DIRECT EVENT 48287 CONTRACT SERVICES 27386 MISCELLANEOUS 6593 4981 1267274 476011 377158 434356 705672 55716 13066 22432 18282 7310 4150 25415 22894 998808 1122940 131956 32856 540096 521640 672052 554496 X 325743 567431 1013 1013 326756 568444 998808 1122940 241688 0 X 0 0 0 0 0 0 811923 49500 49500 40596 8904 22432 18282 4150 4150 X X 0 0 0 WARREN NEWBERRY JR BOARD MEMBER/ PRESIDENT 234083 0 0 0 0 0 1927 0 17011 0 253021 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 VOTING MEMBERS OF THE ORGANIZATION SHALL EACH HAVE ONE VOTE, REGARDLESS OF THE MEMBER ENTITY'S NUMBER OF EMPLOYEES OR REVENUE, WITH RESPECT TO ALL ACTIONS OF THE ORGANIZATION. MEMBERSHIP IS ONLY AVAILABLE TO ORGANIZATIONS AND NOT INDIVIDUALS. FORM 990, PART VI, SECTION A, LINE 7A VOTING MEMBERS ARE TECHNOLOGY AND SERVICE BASED COMPANIES WITH OPERATIONS IN OREGON OR PORTIONS OF SW WASHINGTON, ONLY. DECISIONS ARE SUBJECT TO APPROVAL OF VOTING MEMBERS. NON-VOTING MEMBERS INCLUDE EDUCATIONAL, NON-PROFIT AND GOVERNMENT AGENCIES THAT RECEIVE COMPLIMENTARY MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7B VOTING MEMBERS OF ALL VOTING MEMBER CLASSES SHALL EACH HAVE ONE (1) VOTE WITH RESPECT TO ALL ACTIONS OF THE CORPORATION, INCLUDING: (A) ELECTION OF DIRECTORS; (B) AMENDING THE ARTICLES OF INCORPORATION; (C) AMENDING OR REPEALING THE BYLAWS; (D) FORMING ANY TAXABLE SUBSIDIARY OF THE CORPORATION; (E) MERGING, CONSOLIDATING OR TRANSFERRING SUBSTANTIALLY ALL OF THE CORPORATION'S ASSETS; (F) DISSOLVING THE CORPORATION; OR (G) ALTERING THE CLASSES OR VOTING RIGHTS OF MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED AND APPROVED BY THE TREASURER, THE EXECUTIVE COMMITTEE, AND THEN BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY WAS ADOPTED IN 2010. THE BOARD REVIEWS THE CONFLICT OF INTEREST POLICY ANNUALLY AND ARE ASKED TO DISCLOSE ANY POTENTIAL CONFLICTS THAT ARE THEN ADDRESSED IN ACCORDANCE WITH THE POLICY. DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION WAS DETERMINED AS PART OF THE HIRING PROCESS FOR THE PRESIDENT BASED ON RECOMMENDATIONS OF THE THIRD-PARTY EXECUTIVE SEARCH CONSULTANT AND COMPARISONS TO THE COMPENSATION PAID TO PRIOR EXECUTIVES. SEQUENTIAL COMPENSATION DETERMINATIONS ARE MADE ACCORDING TO PERFORMANCE REVIEWS, AND TIED TO SPECIFIC CRITERIA AND PERFORMANCE METRICS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 24E BANK CHARGES 4,981. TECHNOLOGY ASSOC OF OR FOUNDATION 123 NE THIRD AVENUE SUITE 210 PORTLAND OR 97232 200072527 TECHNOLOGY OR 501(C)(3) LINE 12A, I 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0