Civic Intelligence

Oregon Association of Tax Consultants

990 • Fiscal year 2014 • EIN 23-7318340

Jul 01, 2013 to Jun 30, 2014 • Filed on May 06, 2015

Organization ProfileOATC-OREGON.ORG
3075 SW 234th Ave Suite 11097123

(503) 726-0100

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

90th percentile

0.49x

Higher debt load relative to assets than 90% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

98th percentile

0.96x

Higher debt load relative to revenue than 98% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

61st percentile

6.9%

Higher net margin than 61% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

82nd percentile

$40,861

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 22.6% of source-year revenue.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

52nd percentile

4.0%

Faster asset growth than 52% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$358,241

Up $13,815 (+4.0%) from 2013

Net Assets

Up

$184,420

Up $12,592 (+7.3%) from 2013

Liabilities

Up

$173,821

Up $1,223 (+0.7%) from 2013

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin61st percentile

Revenue

$181,094

No earlier filing loaded for comparison.

Expenses

Down

$168,533

Down $25,492 (-13%) from 2013

Net Income

$12,561

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2012: $354,840Liabilities 2012: $186,807Net Assets 2012: $168,0332012Assets 2013: $344,426Liabilities 2013: $172,598Net Assets 2013: $171,8282013Assets 2014: $358,241Liabilities 2014: $173,821Net Assets 2014: $184,4202014Assets 2016: $361,593Liabilities 2016: $153,267Net Assets 2016: $208,3262016Assets 2017: $381,577Liabilities 2017: $160,194Net Assets 2017: $221,3832017Assets 2018: $332,240Liabilities 2018: $99,422Net Assets 2018: $232,8182018Assets 2019: $347,303Liabilities 2019: $112,944Net Assets 2019: $234,3592019Assets 2020: $331,599Liabilities 2020: $96,394Net Assets 2020: $235,2052020Assets 2022: $271,264Liabilities 2022: $57,885Net Assets 2022: $213,3792022Assets 2023: $274,522Liabilities 2023: $58,293Net Assets 2023: $216,2292023Assets 2025: $248,894Liabilities 2025: $69,841Net Assets 2025: $179,0532025

Highlighted filing

2014

Assets$358,241
Liabilities$173,821
Net Assets$184,420
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KExpenses 2012: $197,4072012Expenses 2013: $194,0252013Revenue 2014: $181,094Expenses 2014: $168,533Net Income 2014: $12,5612014Revenue 2016: $250,757Expenses 2016: $240,024Net Income 2016: $10,7332016Revenue 2017: $224,734Expenses 2017: $211,677Net Income 2017: $13,0572017Revenue 2018: $232,615Expenses 2018: $221,180Net Income 2018: $11,4352018Revenue 2019: $204,089Expenses 2019: $208,111Net Income 2019: -$4,0222019Revenue 2020: $161,965Expenses 2020: $161,119Net Income 2020: $8462020Revenue 2022: $140,743Expenses 2022: $146,817Net Income 2022: -$6,0742022Revenue 2023: $185,537Expenses 2023: $182,687Net Income 2023: $2,8502023Revenue 2025: $162,510Expenses 2025: $189,214Net Income 2025: -$26,7042025

Highlighted filing

2014

Revenue$181,094
Expenses$168,533
Net Income$12,561
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 6, 2015
Return Version
2013v4.0
Gross Receipts
$223,471
Mission and Program Overview

Mission

Maintain & elevate the standard of proficiency & integrity of svcs performed by the members provide ce, cultivate cooperation among members and adh to the ethics code

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$228,463$221,236▼ $7,227
Cash and Non-Interest-Bearing Accounts$98,704$117,683▲ $18,979
Savings and Temporary Cash Investments$9,195$9,196▲ $1
Inventories for Sale or Use$3,658$4,157▲ $499
Accounts Receivable$4,018$3,772▼ $246
Prepaid Expenses and Deferred Charges$321$2,130▲ $1,809
Total Assets$344,426$358,241▲ $13,815
Other Assets Total$67$67→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$98,662$95,064▼ $3,598
Deferred Revenue$56,115$54,010▼ $2,105
Accounts Payable and Accrued Expenses$17,821$24,747▲ $6,926
Total Liabilities$172,598$173,821▲ $1,223
Net Assets / Fund Balance
Unrestricted Net Assets$168,828--
Temporarily Rstr Net Assets$3,000--
Total Net Assets Fund Balance$171,828$184,420▲ $12,592
Total Liabilities and Net Assets / Fund Balance$344,426$358,241▲ $13,815
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Linda MussonExec DirectorFT$40,861$40,861

Board Members and Trustees

NameTitle
Vickie HullPast President
Vickie BakerPresident
Bev Diercks1st VP
Kirk Donavin2nd VP
Patricia Logan3rd VP
Cathy JohnsonSecretary
David KiserTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$76,684
Program Service Revenue
$92,551
Investment Income
$1
Other Revenue
$11,858
All Other Contributions
$7,362
Change in Net Assets
$12,561
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$123,761
Salaries, Compensation, and Employee Benefits$44,772
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings-$65,031-$65,031
Current Officers, Directors, Trustees, and Key Employees$20,431$20,430-$40,861
Payments to Affiliates-$20,409-$20,409
Depreciation Depletion-$7,702-$7,702
Occupancy$6,227--$6,227
Interest$5,264--$5,264
Payroll Taxes$3,911--$3,911
Office Expenses$3,261--$3,261
Fees for Services Other$1,970--$1,970
Travel$1,523--$1,523
Fees for Services Legal$1,250--$1,250
Other Expenses$1,128--$1,128
Insurance$611--$611
Total Functional Expenses$54,961$113,572$0$168,533
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990 Part VI Ln 19 Other Organization Documents

“Pubically available a copy of this return is on file at the main office, and posted on the website”

Filing and Contact Details

Filer

EIN
23-7318340
Phone
5037260100

Signing Officer

Name
David L Kiser
Title
Treasurer
Signed
2015-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vickie L Baker
Formed
1972
Legal Domicile
Or
Voting Board Members
23
Independent Board Members
0
Employees
1

Preparer

Preparer
David L Kiser Ltc
Phone
5418997680
Raw XML Appendix334 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt017821
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt024747
IRS990/AccountsReceivableGrp/BOYAmt04018
IRS990/AccountsReceivableGrp/EOYAmt03772
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0MAINTAIN & ELEVATE THE STANDARD OF PROFICIENCY & INTEGRITY OF SVCS PERFORMED BY THE MEMBERS PROVIDE CE, CULTIVATE COOPERATION AMONG MEMBERS AND ADH TO THE ETHICS CODE
IRS990/AllOtherContributionsAmt07362
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0LINDA MUSSON EXEC DIR
IRS990/BooksInCareOfDetail/PhoneNum05037260100
IRS990/BooksInCareOfDetail/USAddress/AddressLine103075 SW 234TH A
IRS990/BooksInCareOfDetail/USAddress/City0HILLSBORO
IRS990/BooksInCareOfDetail/USAddress/State0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCode097123
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt098704
IRS990/CashNonInterestBearingGrp/EOYAmt0117683
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt020430
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt020431
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt040861
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt065031
IRS990/ConferencesMeetingsGrp/TotalAmt065031
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt042377
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt076684
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01
IRS990/CYOtherExpensesAmt0123761
IRS990/CYOtherRevenueAmt011858
IRS990/CYProgramServiceRevenueAmt092551
IRS990/CYRevenuesLessExpensesAmt012561
IRS990/CYSalariesCompEmpBnftPaidAmt044772
IRS990/CYTotalExpensesAmt0168533
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0181094
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt056115
IRS990/DeferredRevenueGrp/EOYAmt054010
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt07702
IRS990/DepreciationDepletionGrp/TotalAmt07702
IRS990/Desc0THE EDUCATION COMMITTEE IS RESPONSIBLE FOR THE THREE ANNUAL STATEWIDE
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt01250
IRS990/FeesForServicesLegalGrp/TotalAmt01250
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt01970
IRS990/FeesForServicesOtherGrp/TotalAmt01970
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt048
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt17
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt310
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0LINDA MUSSON
IRS990/Form990PartVIISectionAGrp/PersonNm1VICKIE BAKER
IRS990/Form990PartVIISectionAGrp/PersonNm2BEV DIERCKS
IRS990/Form990PartVIISectionAGrp/PersonNm3KIRK DONAVIN
IRS990/Form990PartVIISectionAGrp/PersonNm4PATRICIA LOGAN
IRS990/Form990PartVIISectionAGrp/PersonNm5VICKIE HULL
IRS990/Form990PartVIISectionAGrp/PersonNm6CATHY JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm7DAVID KISER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt040861
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXEC DIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt21ST VP
IRS990/Form990PartVIISectionAGrp/TitleTxt32ND VP
IRS990/Form990PartVIISectionAGrp/TitleTxt43RD VP
IRS990/Form990PartVIISectionAGrp/TitleTxt5PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01972
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingAmt0607
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt023
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0223471
IRS990/GrossRentsGrp/RealAmt01625
IRS990/GrossSalesOfInventoryAmt052611
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InsuranceGrp/ProgramServicesAmt0611
IRS990/InsuranceGrp/TotalAmt0611
IRS990/InterestGrp/ProgramServicesAmt05264
IRS990/InterestGrp/TotalAmt05264
IRS990/InventoriesForSaleOrUseGrp/BOYAmt03658
IRS990/InventoriesForSaleOrUseGrp/EOYAmt04157
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt043759
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0228463
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0221236
IRS990/LandBldgEquipCostOrOtherBssAmt0264995
IRS990/LegalDomicileStateCd0OR
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt068715
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SEE SCHEDULE O
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt098662
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt095064
IRS990/NetAssetsOrFundBalancesBOYAmt0171828
IRS990/NetAssetsOrFundBalancesEOYAmt0184420
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt010234
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt01625
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt06227
IRS990/OccupancyGrp/TotalAmt06227
IRS990/OfficeExpensesGrp/ProgramServicesAmt03261
IRS990/OfficeExpensesGrp/TotalAmt03261
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt067
IRS990/OtherAssetsTotalGrp/EOYAmt067
IRS990/OtherExpensesGrp/Desc0OFFICER EXPENSE
IRS990/OtherExpensesGrp/Desc1BOARD TRAVEL
IRS990/OtherExpensesGrp/Desc2BOARD MEETING EXP
IRS990/OtherExpensesGrp/Desc3POSTAGE
IRS990/OtherExpensesGrp/ProgramServicesAmt04652
IRS990/OtherExpensesGrp/ProgramServicesAmt14257
IRS990/OtherExpensesGrp/ProgramServicesAmt2476
IRS990/OtherExpensesGrp/ProgramServicesAmt31128
IRS990/OtherExpensesGrp/TotalAmt04652
IRS990/OtherExpensesGrp/TotalAmt14257
IRS990/OtherExpensesGrp/TotalAmt2476
IRS990/OtherExpensesGrp/TotalAmt31128
IRS990/OtherRevenueMiscGrp/Desc0ROUNDING
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0-1
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-1
IRS990/OtherRevenueTotalAmt0-1
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt020409
IRS990/PaymentsToAffiliatesGrp/TotalAmt020409
IRS990/PayrollTaxesGrp/ProgramServicesAmt03911
IRS990/PayrollTaxesGrp/TotalAmt03911
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0321
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02130
IRS990/PrincipalOfficerNm0VICKIE L BAKER
IRS990/PriorPeriodAdjustmentsAmt031
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0EDUCATION SEMINARS
IRS990/ProgramServiceRevenueGrp/Desc1CONVENTION 2014
IRS990/ProgramServiceRevenueGrp/Desc2SUPER STAR
IRS990/ProgramServiceRevenueGrp/Desc3ADVERTISING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt047959
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt140430
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt24132
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt330
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt047959
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt140430
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt24132
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt330
IRS990/ProgSrvcAccomActy2Grp/Desc0PAYMENTS TO AFFILIATES OF WHICH THERE ARE 17 CHAPTERS STATEWIDE ALL
IRS990/ProgSrvcAccomActy3Grp/Desc0ANNUAL CONVENTION EACH YEAR IS HELD, AND CONTINUING EDUCATION IS
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt074975
IRS990/PYInvestmentIncomeAmt01
IRS990/PYOtherExpensesAmt0148963
IRS990/PYOtherRevenueAmt011936
IRS990/PYProgramServiceRevenueAmt0110641
IRS990/PYRevenuesLessExpensesAmt03528
IRS990/PYSalariesCompEmpBnftPaidAmt045062
IRS990/PYTotalExpensesAmt0194025
IRS990/PYTotalRevenueAmt0197553
IRS990/ReconcilationRevenueExpnssAmt012561
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt01625
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt09195
IRS990/SavingsAndTempCashInvstGrp/EOYAmt09196
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PUBICALLY AVAILABLE A COPY OF THIS RETURN IS ON FILE AT THE MAIN OFFICE, AND POSTED ON THE WEBSITE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 PART VI LN 19 OTHER ORGANIZATION DOCUMENTS
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt03000
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0344426
IRS990/TotalAssetsEOYAmt0358241
IRS990/TotalAssetsGrp/BOYAmt0344426
IRS990/TotalAssetsGrp/EOYAmt0358241
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt076684
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0113572
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt054961
IRS990/TotalFunctionalExpensesGrp/TotalAmt0168533
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0172598
IRS990/TotalLiabilitiesEOYAmt0173821
IRS990/TotalLiabilitiesGrp/BOYAmt0172598
IRS990/TotalLiabilitiesGrp/EOYAmt0173821
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0171828
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0184420
IRS990/TotalProgramServiceRevenueAmt092551
IRS990/TotalReportableCompFromOrgAmt040861
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt092551
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0181094
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0344426
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0358241
IRS990/TravelGrp/ProgramServicesAmt01523
IRS990/TravelGrp/TotalAmt01523
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0168828
IRS990/USAddress/AddressLine105624 DELAWARE AVE
IRS990/USAddress/City0KLAMATH FALLS
IRS990/USAddress/State0OR
IRS990/USAddress/ZIPCode097603
IRS990/VotingMembersGoverningBodyCnt023
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0OATC-OREGON.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID L KISER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine10OREGON ASS'N OF TAX CONSULTAN
ReturnHeader/Filer/BusinessNameControlTxt0OREG
ReturnHeader/Filer/EIN0237318340
ReturnHeader/Filer/PhoneNum05037260100
ReturnHeader/Filer/USAddress/AddressLine103075 SW 234TH AVE SUITE 110
ReturnHeader/Filer/USAddress/City0HILLSBORO
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097123
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263881790
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10KISER ACCOUNTING & TAX INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101055 N FIFTH ST SP 72
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0JACKSONVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode097530
ReturnHeader/PreparerPersonGrp/PhoneNum05418997680
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID L KISER LTC
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-06T16:40:35-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$358,241
Liabilities
$173,821
Net assets
$184,420
Revenue
$181,094
Expenses
$168,533
Net income
$12,561
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.49$0.70$1.79$1.63$1.89$0.27
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.75$0.58$2.16$1.86$1.83$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.71$0.58$2.13$1.41$1.47$0.06
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.32$0.96$2.35$1.62$1.61$0.01
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.47$1.13$2.34$2.04$2.08$0.04
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.32$0.99$2.33$2.33$2.21$0.11
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.82$1.60$2.21$2.25$2.12$0.13
2016Detailed filing. Detailed filing data is available for this year.$3.62$1.53$2.08$2.51$2.40$0.11
2014Detailed filing. Detailed filing data is available for this year.$3.58$1.74$1.84$1.81$1.69$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.44$1.73$1.72$1.94
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.55$1.87$1.68$1.97