Oregon Society Of Certified Public Accountants
- Assets
- $4.5m
- Revenue
- $2.8m
- Investments
- $0.0
- Employees
- 18
- Location
- Beaverton, OR
- Founding
- 10/1952
- Data as of
- 03/2024
- EIN
- 93-0462679
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 03/2024, Oregon Society Of Certified Public Accountants employed 18 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 03/2024, Oregon Society Of Certified Public Accountants generated $2.8m in total revenue. The organization has seen a slow decline revenue. Over the past 9 years, revenues have fallen by an average of (1.6%) each year. All expenses for the organization totaled $2.7m during the year ending 03/2024. As we would expect to see with falling revenues, expenses have declined by (1.3%) per year over the past 9 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2024
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 180 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 THE BOTH AICPA AND OSCPA PEER REVIEW PROGRAM (OREGON PROGRAM SUNSET 2-1-24). 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) | Role | Hours | Compensation |
|---|---|---|---|
Tracy M Allen Chair | OfficerTrustee | 2 | $0 |
Gary A Holcomb Vice Chair | OfficerTrustee | 2 | $0 |
John D Hawkins Chair-Elect | OfficerTrustee | 2 | $0 |
Geoffrey T Dougall Past Chair | OfficerTrustee | 1 | $0 |
Adam Rk Abplanalp Secretary | OfficerTrustee | 1 | $0 |
David S Porter Treasurer | OfficerTrustee | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Cpe Holding Company Llc Dba Surgent Mcco Continuing Professional Education - Live | 3/30/16 | $134,383 |
Rpd Company Consultant Fees | 3/30/16 | $108,000 |
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 | $2,752,341 |
| Investment income | $99,921 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | -$105,036 |
| Net Gain/Loss on Asset Sales | $31,522 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,791,755 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $427,862 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $625,472 |
| Pension plan accruals and contributions | $37,449 |
| Other employee benefits | $89,386 |
| Payroll taxes | $99,795 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $126,000 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $11,132 |
| Fees for services: Other | $218,825 |
| Advertising and promotion | $533 |
| Office expenses | $151,231 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $90,806 |
| Travel | $36,460 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $40,026 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $91,351 |
| Insurance | $28,310 |
| All other expenses | $0 |
| Total functional expenses | $2,733,698 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $300 |
| Savings and temporary cash investments | $287,168 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $22,717 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $99,037 |
| Net Land, buildings, and equipment | $1,007,122 |
| Investments—publicly traded securities | $2,989,394 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $49,981 |
| Total assets | $4,455,719 |
| Accounts payable and accrued expenses | $196,968 |
| Grants payable | $0 |
| Deferred revenue | $697,316 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $49,981 |
| Total liabilities | $944,265 |
| Net assets without donor restrictions | $3,511,454 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $4,455,719 |