Oregon Society Of Certified Public Accountants

Organization Overview

Oregon Society Of Certified Public Accountants is located in Beaverton, OR. The organization was established in 1952. According to its NTEE Classification (S03) the organization is classified as: Professional Societies & Associations, under the broad grouping of Community Improvement & Capacity Building and related organizations. As of 03/2022, Oregon Society Of Certified Public Accountants employed 17 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Oregon Society Of Certified Public Accountants is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.

For the year ending 03/2022, Oregon Society Of Certified Public Accountants generated $3.0m in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (1.0%) each year. All expenses for the organization totaled $2.6m during the year ending 03/2022. As we would expect to see with falling revenues, expenses have declined by (2.5%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.

Mission & Program ActivityExcerpts From the 990 Filing

TAX YEAR

2022

Describe the Organization's Mission:

Part 3 - Line 1

PROFESSIONAL ORGANIZATION FOR CERTIFIED PUBLIC ACCOUNTANTS IN THE STATE OF OREGON

Describe the Organization's Program Activity:

Part 3 - Line 4a

PROFESSIONAL DEVELOPMENT:THE SOCIETY'S PROFESSIONAL DEVELOPMENT DIVISION OFFERS OVER 200 LIVE SEMINARS AND WORKSHOPS, AND SPECIALIZED CONFERENCES. IN ADDITION, THOUSANDS OF VENDOR WEBCASTS, WEBINARS AND ON-DEMAND SELF-STUDY COURSES ARE OFFERED ONLINE.


PEER REVIEW:THE OSCPA ADMINISTERS BOTH THE AICPA AND OSCPA PEER REVIEW PROGRAM. PEER REVIEW IS A PROGRAM IN WHICH A CPA FIRM'S PRACTICES AND PROCEDURES ARE REVIEWED BY OTHER CPAS WITH EXPERIENCE AND TRAINING IN THE PEER REVIEW PROCESS. IT IS MANDATORY BY THE OREGON BOARD OF ACCOUNTANCY FOR FIRM LICENSURE; THEREFORE, THE OSCPA PEER REVIEW PROGRAM WAS ESTABLISHED FOR FIRMS THAT DO NOT HAVE AT LEAST ONE OWNER, PARTNER, OR SHAREHOLDER WHO IS A MEMBER OF THE AICPA. IN ADDITION, OSCPA ADMINISTERS REVIEWS FOR FIRMS LOCATED IN HAWAII, GUAM AND NORTHERN MARIANA ISLANDS WHO ARE ENROLLED IN THE AICPA PEER REVIEW PROGRAM.


SOCIETY:THE SOCIETY OFFERS NEWSWORTHY PUBLICATIONS TO THE MEMBERS, ALONG WITH TECHNICAL PUBLICATIONS DESIGNED TO ASSIST MEMBERS WITH VARIOUS AREAS OF PRACTICE. THE SOCIETY PROVIDES MARKETING TOOLS TO PROMOTE CLIENT UNDERSTANDING OF THE PROFESSION, A CLIENT REFERRAL PROGRAM, AND A CAREER CENTER. CPA MEMBER FIRMS BENEFIT FROM DISCOUNT PROGRAMS DESIGNED FOR PUBLIC ACCOUNTING FIRMS AND GROUP RATES OFFERED BY A GROUP HEALTH PROGRAM ADMINISTERED BY THE BOARD OF TRUSTEES OF THE OSCPA GROUP HEALTH TRUST. MEMBERS ARE PROVIDED OPPORTUNITIES FOR PROFESSIONAL NETWORKING AND LEADERSHIP DEVELOPMENT THROUGH VARIOUS MEMBER ACTIVITIES AND PROGRAMS THROUGHOUT THE YEAR. THE OSCPA ACTIVELY REPRESENTS MEMBERS' POLITICAL INTERESTS AT BOTH THE STATE AND NATIONAL LEVEL, USING POSITION STATEMENTS AND REPRESENTATION BEFORE VARIOUS GOVERNMENTAL BODIES. CAREER DEVELOPMENT OPPORTUNITIES ARE PROVIDED FOR ACCOUNTING STUDENTS, CPA CANDIDATES AND NEW CPA PROFESSIONALS.


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Board, Officers & Key Employees

Name (title)Compensation
Sherri Ld Mcpherson
President/ceo
$230,592
Darlene E Boles
Director Of Finance
$108,455
Charles R Mello
Chair
$0
Geoffrey T Dougall
Chair-Elect
$0
Tracy M Allen
Vice Chair
$0
Selene L Sulllivan
Past Chair
$0

Outside Vendors & Contractors

Vendor Name (Service)Compensation
Rpd Company
Consultant Fees
$108,000
Cpe Holding Company Llc Dba Surgent Mcco
Continuing Professional Education - Live
$134,383
View All Vendors

Financial Statements

Statement of Revenue
Federated campaigns$0
Membership dues$0
Fundraising events$0
Related organizations$0
Government grants $0
All other contributions, gifts, grants, and similar amounts not included above$0
Noncash contributions included in lines 1a–1f $0
Total Revenue from Contributions, Gifts, Grants & Similar$0
Total Program Service Revenue$2,971,265
Investment income $21,309
Tax Exempt Bond Proceeds $0
Royalties $0
Net Rental Income -$99,460
Net Gain/Loss on Asset Sales $108,913
Net Income from Fundraising Events $0
Net Income from Gaming Activities $0
Net Income from Sales of Inventory $0
Miscellaneous Revenue$0
Total Revenue $3,002,027

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