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Oregon Society Of Certified Public Accountants

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$2.79M (2024)

Expenses
$2.73M (2024)

Total Assets
$4.46M (2024)

Total Liabilities
$944k (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending March
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,791,755
Expenses
$2,733,698
Net Income
$58,057
Net Assets
$3,511,454
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,752,341
98.6%
Investment Income $99,921
3.6%
Bond Proceeds $0
Royalties $0
Rental Property Income -$105,036
Net Fundraising $0
Sales of Assets $31,522
1.1%
Net Inventory Sales $0
Other Revenue $13,007
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $427,862
15.7%
Professional Fundraising Fees $0
Other Salaries and Wages $625,472
22.9%
Assets/Debt
Total Assets $4,455,719
Total Liabilities $944,265
Net Assets $3,511,454
Compensation
Key Employees and Officers Compensation Related Other
Sherri Ld Mcpherson (President/Ceo) $230,792 $0 $28,976
Darlene E Boles (Vice President/Coo) $134,368 $0 $20,927
Tracy M Allen (Chair) $0 $0 $0
Gary A Holcomb (Vice Chair) $0 $0 $0
John D Hawkins (Chair Elect) $0 $0 $0
Geoffrey T Dougall (Past Chair) $0 $0 $0
Adam Rk Abplanalp (Secretary) $0 $0 $0
David S Porter (Treasurer) $0 $0 $0
Karen C Anderson (Director) $0 $0 $0
Jonathan D Grover (Director) $0 $0 $0
Megan S Kurz (Director) $0 $0 $0
Tiffany K Nash (Director) $0 $0 $0
Pedro J Nunez Dieguez (Director) $0 $0 $0
Ray L Widmer Iii (Director) $0 $0 $0
Yvonne D Zbranak (Director) $0 $0 $0

Document Links

Fiscal Year Ending March
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,883,101
Expenses
$2,811,703
Net Income
$71,398
Net Assets
$3,346,740
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,955,304
> 100%
Investment Income $55,603
1.9%
Bond Proceeds $0
Royalties $0
Rental Property Income -$92,576
Net Fundraising $0
Sales of Assets -$35,230
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $405,078
14.4%
Professional Fundraising Fees $0
Other Salaries and Wages $598,058
21.3%
Assets/Debt
Total Assets $4,311,085
Total Liabilities $964,345
Net Assets $3,346,740
Compensation
Key Employees and Officers Compensation Related Other
Sherri Ld Mcpherson (President/Ceo) $219,969 $0 $27,656
Darlene E Boles (Vice President/Coo) $118,819 $0 $14,895
Geoffrey T Dougall (Chair) $0 $0 $0
John D Hawkins (Vice Chair) $0 $0 $0
Tracy M Allen (Chair Elect) $0 $0 $0
Charles R Mello (Past Chair) $0 $0 $0
Gary A Holcomb (Secretary) $0 $0 $0
David S Porter (Treasurer) $0 $0 $0
Adam R Abplanalp (Director) $0 $0 $0
Karen C Anderson (Director) $0 $0 $0
Cynthia A Granatir (Director) $0 $0 $0
Megan S Kurz (Director) $0 $0 $0
Pedro J Nunez Dieguez (Director) $0 $0 $0
Harriet A Strothers (Director) $0 $0 $0

Document Links

Fiscal Year Ending March
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,002,027
Expenses
$2,578,047
Net Income
$423,980
Net Assets
$3,334,445
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,971,265
99.0%
Investment Income $21,309
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income -$99,460
Net Fundraising $0
Sales of Assets $108,913
3.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $383,941
14.9%
Professional Fundraising Fees $0
Other Salaries and Wages $595,060
23.1%
Assets/Debt
Total Assets $4,261,945
Total Liabilities $927,500
Net Assets $3,334,445
Compensation
Key Employees and Officers Compensation Related Other
Sherri Ld Mcpherson (President/Ceo) $230,592 $0 $26,747
Darlene E Boles (Director Of Finance) $108,455 $0 $11,975
Charles R Mello (Chair) $0 $0 $0
Tracy M Allen (Vice Chair) $0 $0 $0
Geoffrey T Dougall (Chair Elect) $0 $0 $0
Selene L Sulllivan (Past Chair) $0 $0 $0
Kelly S Bosch (Secretary) $0 $0 $0
Cynthia A Granatir (Treasurer) $0 $0 $0
Karen C Anderson (Director) $0 $0 $0
Laura K Bergstrom (Director) $0 $0 $0
Mary L Ericksen (Director) $0 $0 $0
Gary A Holcomb (Director) $0 $0 $0
Pedro J Nunez Dieguez (Director) $0 $0 $0
David S Porter (Director) $0 $0 $0
Harriet A Strothers (Director) $0 $0 $0

Document Links

Fiscal Year Ending March
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,006,712
Expenses
$2,523,067
Net Income
$483,645
Net Assets
$2,973,169
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,025,217
> 100%
Investment Income $20,485
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income -$106,883
Net Fundraising $0
Sales of Assets $67,893
2.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $296,111
11.7%
Professional Fundraising Fees $0
Other Salaries and Wages $616,593
24.4%
Assets/Debt
Total Assets $3,926,575
Total Liabilities $953,406
Net Assets $2,973,169
Compensation
Key Employees and Officers Compensation Related Other
Sherri Ld Mcpherson (President/Ceo) $184,511 $0 $29,558
Darlene E Boles (Director Of Finance) $44,088 $0 $6,364
Selene L Sullivan (Chair) $0 $0 $0
Geoffrey T Dougall (Vice Chair) $0 $0 $0
Charles R Mello (Chair Elect) $0 $0 $0
Kari T Patterson (Past Chair) $0 $0 $0
Laura K Bergstrom (Secretary) $0 $0 $0
Ross E Holliday (Treasurer) $0 $0 $0
Karen C Anderson (Director) $0 $0 $0
Kelly S Bosch (Director) $0 $0 $0
Mary L Ericksen (Director) $0 $0 $0
Cynthia A Granatir (Director) $0 $0 $0
Harriet A Strothers (Director) $0 $0 $0

Document Links

Fiscal Year Ending March
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,228,212
Expenses
$3,166,989
Net Income
$61,223
Net Assets
$2,321,547
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,257,895
> 100%
Investment Income $44,401
1.4%
Bond Proceeds $0
Royalties $0
Rental Property Income -$100,095
Net Fundraising $0
Sales of Assets $26,011
0.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $219,126
6.9%
Professional Fundraising Fees $0
Other Salaries and Wages $691,365
21.8%
Assets/Debt
Total Assets $3,065,351
Total Liabilities $743,804
Net Assets $2,321,547
Compensation
Key Employees and Officers Compensation Related Other
Sherri L Mcpherson (President/Ceo) $190,374 $0 $28,694
Phyllis B Barker (Vice President/Coo) $119,097 $0 $12,068
Kari T Patterson (Chair) $0 $0 $0
Charles R Mello (Vice Chair) $0 $0 $0
Selene L Sullivan (Chair Elect) $0 $0 $0
Amy I Dale (Past Chair) $0 $0 $0
Tracy M Allen (Secretary) $0 $0 $0
Ross E Holliday (Treasurer) $0 $0 $0
Kelly S Bosch (Director) $0 $0 $0
Laura K Bergstrom (Director) $0 $0 $0
Geoffrey T Dougall (Director) $0 $0 $0
Tonya M Moffitt (Director) $0 $0 $0
Mary L Ericksen (Director) $0 $0 $0

Document Links

Fiscal Year Ending March
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,246,202
Expenses
$3,105,578
Net Income
$140,624
Net Assets
$2,340,326
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,282,094
> 100%
Investment Income $32,239
1.0%
Bond Proceeds $0
Royalties $0
Rental Property Income -$83,868
Net Fundraising $0
Sales of Assets $15,737
0.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $219,421
7.1%
Professional Fundraising Fees $0
Other Salaries and Wages $589,298
19.0%
Assets/Debt
Total Assets $3,322,238
Total Liabilities $981,912
Net Assets $2,340,326
Compensation
Key Employees and Officers Compensation Related Other
Sherri L Mcpherson (President/Ceo) $187,399 $0 $29,421
Phyllis B Barker (Vice President/Coo) $115,086 $0 $13,871
Amy I Dale (Chair) $0 $0 $0
Selene L Sullivan (Vice Chair) $0 $0 $0
Kari T Patterson (Chair Elect) $0 $0 $0
Jay Richardson (Past Chair) $0 $0 $0
Gary A Holcomb (Secretary) $0 $0 $0
Charles R Mello (Treasurer) $0 $0 $0
Tracy M Allen (Director) $0 $0 $0
Ross E Holliday (Director) $0 $0 $0
Gary N Mcgee (Director) $0 $0 $0
Tonya M Moffitt (Director) $0 $0 $0
Robert J Riley (Director) $0 $0 $0

Document Links

Fiscal Year Ending March
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,142,481
Expenses
$3,070,222
Net Income
$72,259
Net Assets
$2,168,663
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,160,936
> 100%
Investment Income $24,377
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income -$69,282
Net Fundraising $0
Sales of Assets $26,450
0.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $210,719
6.9%
Professional Fundraising Fees $0
Other Salaries and Wages $603,950
19.7%
Assets/Debt
Total Assets $3,072,036
Total Liabilities $903,373
Net Assets $2,168,663
Compensation
Key Employees and Officers Compensation Related Other
Sherri L Mcpherson (President/Ceo) $182,566 $0 $26,586
Jay Richardson (Chair) $0 $0 $0
Kari T Patterson (Vice Chair) $0 $0 $0
Amy I Dale (Chair Elect) $0 $0 $0
Harry E Bose (Past Chair) $0 $0 $0
John M Gamiles (Secretary) $0 $0 $0
Katrina Katie Z Powell (Treasurer) $0 $0 $0
Michael E Lynch (Director) $0 $0 $0
Gary N Mcgee (Director) $0 $0 $0
Charles R Mello (Director) $0 $0 $0
Gary A Holcomb (Director) $0 $0 $0
Robert J Riley (Director) $0 $0 $0

Document Links

Fiscal Year Ending March
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,998,852
Expenses
$2,990,462
Net Income
$8,390
Net Assets
$2,072,653
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,018,509
> 100%
Investment Income $19,623
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income -$96,024
Net Fundraising $0
Sales of Assets $56,744
1.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $195,985
6.6%
Professional Fundraising Fees $0
Other Salaries and Wages $631,923
21.1%
Assets/Debt
Total Assets $3,053,313
Total Liabilities $980,660
Net Assets $2,072,653
Compensation
Key Employees and Officers Compensation Related Other
Sherri L Mcpherson (President/Ceo) $170,359 $0 $25,626
Harry E Bose (Chair) $0 $0 $0
Amy I Dale (Vice Chair) $0 $0 $0
Jay Richardson (Chair Elect) $0 $0 $0
Timothy R Filkins (Past Chair) $0 $0 $0
Kari T Patterson (Secretary) $0 $0 $0
James A Carnegie (Treasurer) $0 $0 $0
Anna Barnsley Werblow (Director) $0 $0 $0
John D Hawkins (Director) $0 $0 $0
John M Gamiles (Director) $0 $0 $0
Katrina Katie Z Powell (Director) $0 $0 $0
Michael E Lynch (Director) $0 $0 $0

Document Links

Fiscal Year Ending March
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,213,393
Expenses
$3,079,952
Net Income
$133,441
Net Assets
$2,084,464
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,254,080
> 100%
Investment Income $18,091
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income -$94,173
Net Fundraising $0
Sales of Assets $35,395
1.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $187,675
6.1%
Professional Fundraising Fees $0
Other Salaries and Wages $617,943
20.1%
Assets/Debt
Total Assets $2,991,623
Total Liabilities $907,159
Net Assets $2,084,464
Compensation
Key Employees and Officers Compensation Related Other
Sherri L Mcpherson (President/Ceo) $161,805 $0 $22,640
Timothy R Filkins (Chair) $0 $0 $0
Jay Richardson (Vice Chair) $0 $0 $0
Harry E Bose (Chair Elect) $0 $0 $0
Jason Orme (Past Chair) $0 $0 $0
Geoffrey T Dougall (Secretary) $0 $0 $0
Ana M Marroquin (Treasurer) $0 $0 $0
Amy I Dale (Director) $0 $0 $0
James A Carnegie (Director) $0 $0 $0
John D Hawkins (Director) $0 $0 $0
Kari T Patterson (Director) $0 $0 $0
Anna Barnsley Werblow (Director) $0 $0 $0

Document Links

Fiscal Year Ending March
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,185,587
Expenses
$3,115,629
Net Income
$69,958
Net Assets
$1,986,610
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,211,258
> 100%
Investment Income $15,464
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income -$92,601
Net Fundraising $0
Sales of Assets $51,466
1.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $169,775
5.4%
Professional Fundraising Fees $0
Other Salaries and Wages $598,590
19.2%
Assets/Debt
Total Assets $2,896,652
Total Liabilities $910,042
Net Assets $1,986,610
Compensation
Key Employees and Officers Compensation Related Other
Sherri L Mcpherson (President/Ceo) $135,508 $0 $20,974
Jason Orme (Chair) $0 $0 $0
Harry E Bose (Vice Chair) $0 $0 $0
Timothy R Filkins (Chair Elect) $0 $0 $0
Michele C Henney (Past Chair) $0 $0 $0
Amy I Dale (Treasurer) $0 $0 $0
David E Adams (Secretary) $0 $0 $0
Geoffrey T Dougall (Director) $0 $0 $0
Ann M Ferguson (Director) $0 $0 $0
Ana M Marroquin (Director) $0 $0 $0
Jay Richardson (Director) $0 $0 $0
Mark E Damon (Director) $0 $0 $0

Document Links

Fiscal Year Ending March
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,312,544
Expenses
$3,242,712
Net Income
$69,832
Net Assets
$1,901,948
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,307,507
99.8%
Investment Income $13,054
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income -$66,060
Net Fundraising $0
Sales of Assets $58,043
1.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $167,288
5.2%
Professional Fundraising Fees $0
Other Salaries and Wages $569,401
17.6%
Assets/Debt
Total Assets $2,769,985
Total Liabilities $868,037
Net Assets $1,901,948
Compensation
Key Employees and Officers Compensation Related Other
Sherri L Mcpherson (President/Ceo) $130,140 $0 $20,752
Deborah J Hollingsworth (Past Chair) $0 $0 $0
Jason Orme (Chair Elect) $0 $0 $0
Michele C Henney (Chair) $0 $0 $0
Timothy R Filkins (Vice Chair) $0 $0 $0
Ann M Ferguson (Treasurer) $0 $0 $0
Mark E Damon (Secretary) $0 $0 $0
Amy I Dale (Director) $0 $0 $0
Lawrence H Mcnamara Jr (Director) $0 $0 $0
John C Mlynczyk (Director) $0 $0 $0
Elizabeth D Almer (Director) $0 $0 $0
David E Adams (Director) $0 $0 $0

Document Links

Fiscal Year Ending March
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,412,103
Expenses
$3,371,409
Net Income
$40,694
Net Assets
$1,828,001
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,416,625
> 100%
Investment Income $18,892
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income -$51,857
Net Fundraising $0
Sales of Assets $28,443
0.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $159,877
4.7%
Professional Fundraising Fees $0
Other Salaries and Wages $672,416
19.9%
Assets/Debt
Total Assets $2,753,364
Total Liabilities $925,363
Net Assets $1,828,001

Document Links

Fiscal Year Ending March
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,397,778
Expenses
$3,350,633
Net Income
$47,145
Net Assets
$1,803,657
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,429,858
> 100%
Investment Income $15,058
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income -$47,591
Net Fundraising $0
Sales of Assets $453
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $211,796
6.3%
Professional Fundraising Fees $0
Other Salaries and Wages $697,174
20.8%
Assets/Debt
Total Assets $2,726,036
Total Liabilities $922,379
Net Assets $1,803,657

Document Links

Fiscal Year Ending March
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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