Program areas at Oregon Society of Certified Public Accountants
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.
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.
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.
Who funds Oregon Society of Certified Public Accountants
Grants from foundations and other nonprofits
| Grantmaker | Grantmaker tax period | Description | Amount |
|---|
| Harry A Merlo Foundation | 2022-12 | William F. Holdner Scholarship Fund | $10,000 |
Personnel at Oregon Society of Certified Public Accountants
| Name | Title | Compensation | Date of data |
|---|
| Sherri McPherson | President and Chief Executive Officer | $219,969 | 2023-11-17 |
| Darlene Boles | Vice President and Chief Operating Officer | $118,819 | 2023-11-17 |
| Leslie Konst | Director | | 2023-11-17 |
| Tonna Hollis | Iom Director | | 2023-11-17 |
| Travis Chesney | Conference Manager | | 2023-11-17 |
| ...and 21 more key personnel |
Financials for Oregon Society of Certified Public Accountants
| Revenues | FYE 03/2023 | FYE 03/2022 | % Change |
|---|
| Total grants, contributions, etc. | $0 | $0 | - |
| Program services | $2,955,304 | $2,971,265 | -0.5% |
| Investment income and dividends | $55,603 | $21,309 | 160.9% |
| Tax-exempt bond proceeds | $0 | $0 | - |
| Royalty revenue | $0 | $0 | - |
| Net rental income | $-92,576 | $-99,460 | 6.9% |
| Net gain from sale of non-inventory assets | $-35,230 | $108,913 | -132.3% |
| Net income from fundraising events | $0 | $0 | - |
| Net income from gaming activities | $0 | $0 | - |
| Net income from sales of inventory | $0 | $0 | - |
| Miscellaneous revenues | $0 | $0 | - |
| Total revenues | $2,883,101 | $3,002,027 | -4% |
Organizations like Oregon Society of Certified Public Accountants
| Organization | Type | Location | Revenue |
|---|
| Hennepin County Bar Association | 501(c)(6) | Minneapolis, MN | $2,854,282 |
| The American Institute of Architects California | 501(c)(6) | Sacramento, CA | $2,939,223 |
| Texas Society of Anesthesiologists (TSA) | 501(c)(6) | Austin, TX | $1,479,501 |
| Kentucky Bar Association | 501(c)(6) | Frankfort, KY | $7,115,529 |
| Boston Society of Architects (BSA) | 501(c)(6) | Boston, MA | $3,306,252 |
| Louisiana State Bar Association | 501(c)(6) | New Orleans, LA | $8,066,281 |
| South Carolina Bar | 501(c)(6) | Columbia, SC | $10,272,195 |
| Missouri Society of Certified Public Accountants (MOCPA) | 501(c)(6) | Saint Louis, MO | $2,538,249 |
| Colorado Society of Cpa's | 501(c)(6) | Englewood, CO | $3,880,058 |
| Ohio State Bar Association | 501(c)(6) | Columbus, OH | $9,403,598 |
Data update history
November 30, 2023
Posted financials
Added Form 990 for fiscal year 2023
November 29, 2023
Updated personnel
Identified 1 new personnel
November 17, 2023
Updated personnel
Identified 11 new personnel
June 24, 2023
Posted financials
Added Form 990 for fiscal year 2021
Nonprofit Types
Professional associationsBusiness and community development organizationsHeadquarter / parent organizations
Issues
Business and industry
Characteristics
MembershipsState / local levelCommunity engagement / volunteering
General information
- Address
- 10206 SW Laurel St
- Beaverton, OR 97005
- Metro area
- Portland-Vancouver-Hillsboro, OR-WA
- County
- Washington County, OR
- Website URL
- orcpa.org/Â
- Phone
- (503) 641-7200
- Facebook page
- OregonSocietyCPAsÂ
- Twitter profile
- @oregoncpasnewsÂ
IRS details
- EIN
- 93-0462679
- Fiscal year end
- March
- Taxreturn type
- Form 990
- Year formed
- 1908
- Eligible to receive tax-deductible contributions (Pub 78)
- No
Categorization
- NTEE code, primary
- S41: Promotion of Business
- NAICS code, primary
- 813920: Professional Associations
- Parent/child status
- Independent
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