Nonprofit · EIN 93-0462679
OREGON SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS
Tax-exempt · BEAVERTON, OR 97005
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $2,722,440 | $2,696,342 | $26,098 | $4,377,977 | $868,080 | $3,509,897 |
| March 31, 2024 | 990 | $2,791,755 | $2,733,698 | $58,057 | $4,455,719 | $944,265 | $3,511,454 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,671,448
- Investment income
- $173,446
- Net rental income
- -$122,903
- Net gain from sales of assets
- $66,353
- Other revenue
- -$122,454
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $438,644
- Other salaries and wages
- $567,536
- Salaries, compensation and benefits (total)
- $1,234,721
- Professional fundraising fees
- $0
- Occupancy
- $83,770
- Travel
- $50,240
- Depreciation
- $83,976
Balance sheet and other
- Total assets, start of year
- $4,455,719
- Total assets, end of year
- $4,377,977
- Total liabilities, end of year
- $868,080
- Net assets, end of year
- $3,509,897
- Land, buildings and equipment
- $986,427
- Publicly traded securities
- $2,845,148
- Net assets without donor restrictions
- $3,509,897
- Gross unrelated business income
- $27,649
- Gross receipts
- $7,141,809
- Employees
- 13
- Volunteers
- 350
- Year formed
- 1908
- State of legal domicile
- OR
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SHERRI LD MCPHERSON | PRESIDENT/CEO Officer | 40 | $237,543 | $30,545 |
| DARLENE E BOLES | VICE PRESIDENT/COO Officer | 40 | $142,924 | $22,591 |
| JOHN D HAWKINS | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| GARY A HOLCOMB | CHAIR-ELECT Trustee or director, Officer | 2 | $0 | $0 |
| ADAM R ABPLANALP | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| TRACY M ALLEN | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| YVONNE D ZBRANAK | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MEGAN S KURZ | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| TRICIA S DUNCAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JONATHAN D GROVER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CAMERON IRTIFA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL L LORTZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TIFFANY K NASH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HARRIET A STROTHERS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RAY L WIDMER III | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended March 31, 2024: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SHERRI LD MCPHERSON | PRESIDENT/CEO Officer | 40 | $230,792 | $28,976 |
| DARLENE E BOLES | VICE PRESIDENT/COO Officer | 40 | $134,368 | $20,927 |
| TRACY M ALLEN | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| GARY A HOLCOMB | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| JOHN D HAWKINS | CHAIR-ELECT Trustee or director, Officer | 2 | $0 | $0 |
| GEOFFREY T DOUGALL | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ADAM RK ABPLANALP | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| DAVID S PORTER | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| KAREN C ANDERSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JONATHAN D GROVER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MEGAN S KURZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TIFFANY K NASH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PEDRO J NUNEZ DIEGUEZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RAY L WIDMER III | DIRECTOR Trustee or director | 1 | $0 | $0 |
| YVONNE D ZBRANAK | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 10206 SW LAUREL ST, BEAVERTON, OR 97005-3209
- Principal officer (990 for 2024)
- SHERRI LD MCPHERSON, 10206 SW LAUREL ST, BEAVERTON, OR 970053209
- Signed the 990
- SHERRI LD MCPHERSON, PRESIDENT/CEO
- Phone
- (503) 641-7200
- Website
- WWW.ORCPA.ORG
- Return prepared by
- MCDONALD JACOBS PC
Mission
SEE SCHEDULE OTHE OREGON SOCIETY OF CPAS IS A VOLUNTARY ASSOCIATION OF CPAS, PROSPECTIVE CPAS, AND CPA FIRMS ENGAGED IN PUBLIC PRACTICE, INDUSTRY, GOVERNMENT AND EDUCATION. THE SOCIETY'S MISSION IS TO ACT IN A REPRESENTATIVE CAPACITY FOR THE PROFESSION, ENCOURAGE THE MAINTENANCE OF HIGH PROFESSIONAL STANDARDS, INCREASE PUBLIC AWARENESS OF CPAS AND CPA SERVICES, SUPPORT EXCELLENCE IN ACCOUNTING EDUCATION, ASSIST MEMBERS IN PROFESSIONAL AND PERSONAL DEVELOPMENT AND ENHANCE PROFESSIONAL COOPERATION.
Program accomplishments
- 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.
- SEE SCHEDULE OSOCIETY: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.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Check at the IRS |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 93-0462679
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1952
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $4,257,117
- Income (IRS master file)
- $6,631,125
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $2,722,440 | $2,696,342 | $4,377,977 | XML |
| 990 | March 2024 | $2,791,755 | $2,733,698 | $4,455,719 | XML |
| 990 | March 2023 | $2,883,101 | $2,811,703 | $4,311,085 | IRS |
| 990 | March 2022 | $3,002,027 | $2,578,047 | $4,261,945 | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990 | March 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 93-0462679).
Questions about OREGON SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS
- What is the EIN of OREGON SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS?
- The employer identification number (EIN) of OREGON SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS is 93-0462679.
- Is OREGON SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1952.
- Are donations to OREGON SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does OREGON SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of OREGON SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OREGON SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of OREGON SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS?
- The 990 for the year ended March 31, 2025 names SHERRI LD MCPHERSON.
- Who are the officers and directors of OREGON SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS?
- The 990 for the year ended March 31, 2025 lists 15 people; 2 received compensation from the organization, the highest $237,543 (SHERRI LD MCPHERSON, PRESIDENT/CEO).
- How much revenue does OREGON SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $2,722,440, expenses of $2,696,342 and total assets of $4,377,977 at year end.
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