Civic Intelligence

Oregon Association of Independent Accountants

990 • Fiscal year 2022 • EIN 93-6027337

Jul 01, 2021 to Jun 30, 2022 • Filed on Jun 08, 2023

Organization ProfileWWW.OAIA.NET
1804 NE 43rd AvePortland, OR 97213-1404

(503) 282-7247

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.10x

Higher debt load relative to assets than 73% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

78th percentile

0.14x

Higher debt load relative to revenue than 78% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Net Margin

81st percentile

22%

Higher net margin than 81% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$42,000

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 13.9% of source-year revenue.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Asset Growth

78th percentile

20%

Faster asset growth than 78% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

54th percentile

14%

Faster revenue growth than 54% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$424,821

Up $70,448 (+20%) from 2021

Net Assets

Up

$382,993

Up $67,546 (+21%) from 2021

Liabilities

Up

$41,828

Up $2,902 (+7.5%) from 2021

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin81st percentile

Revenue

Up

$301,159

Up $37,927 (+14%) from 2021

Expenses

Up

$233,613

Up $29,859 (+15%) from 2021

Net Income

Up

$67,546

Up $8,068 (+14%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$600K$400K$200K$0Assets 2011: $56,534Liabilities 2011: $6,4782011Assets 2012: $55,768Liabilities 2012: $2,0962012Assets 2013: $68,301Liabilities 2013: $6,5852013Assets 2014: $117,870Liabilities 2014: $17,632Net Assets 2014: $100,2382014Assets 2015: $129,460Liabilities 2015: $8,366Net Assets 2015: $121,0942015Assets 2016: $151,497Liabilities 2016: $17,097Net Assets 2016: $134,4002016Assets 2017: $182,089Liabilities 2017: $25,951Net Assets 2017: $156,1382017Assets 2018: $228,683Liabilities 2018: $31,275Net Assets 2018: $197,4082018Assets 2019: $276,308Liabilities 2019: $49,104Net Assets 2019: $227,2042019Assets 2020: $283,706Liabilities 2020: $27,737Net Assets 2020: $255,9692020Assets 2021: $354,373Liabilities 2021: $38,926Net Assets 2021: $315,4472021Assets 2022: $424,821Liabilities 2022: $41,828Net Assets 2022: $382,9932022Assets 2023: $446,564Liabilities 2023: $49,393Net Assets 2023: $397,1712023Assets 2024: $417,879Liabilities 2024: $26,434Net Assets 2024: $391,4452024Assets 2025: $427,513Liabilities 2025: $28,751Net Assets 2025: $398,7622025

Highlighted filing

2022

Assets$424,821
Liabilities$41,828
Net Assets$382,993
Open 2022 Filing

Operations Trend

Revenue Growth54th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $182,975Expenses 2011: $180,924Net Income 2011: $2,0512011Revenue 2012: $189,966Expenses 2012: $188,957Net Income 2012: $1,0092012Revenue 2013: $197,979Expenses 2013: $189,938Net Income 2013: $8,0412013Revenue 2014: $257,910Expenses 2014: $219,388Net Income 2014: $38,5222014Revenue 2015: $237,103Expenses 2015: $216,247Net Income 2015: $20,8562015Revenue 2016: $232,052Expenses 2016: $218,745Net Income 2016: $13,3072016Revenue 2017: $231,222Expenses 2017: $209,484Net Income 2017: $21,7382017Revenue 2018: $315,388Expenses 2018: $274,118Net Income 2018: $41,2702018Revenue 2019: $314,722Expenses 2019: $284,926Net Income 2019: $29,7962019Revenue 2020: $303,713Expenses 2020: $274,948Net Income 2020: $28,7652020Revenue 2021: $263,232Expenses 2021: $203,754Net Income 2021: $59,4782021Revenue 2022: $301,159Expenses 2022: $233,613Net Income 2022: $67,5462022Revenue 2023: $294,946Expenses 2023: $280,768Net Income 2023: $14,1782023Revenue 2024: $300,128Expenses 2024: $305,854Net Income 2024: -$5,7262024Revenue 2025: $271,482Expenses 2025: $266,492Net Income 2025: $4,9902025

Highlighted filing

2022

Revenue$301,159
Expenses$233,613
Net Income$67,546
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jun 8, 2023
Return Version
2021v4.0
Gross Receipts
$301,159
Mission and Program Overview

Mission

To unite and promote relationships among accounting and tax practitioners, and to collect and disseminate through education, fundamentally sound accounting and tax theories and practice methods.

To unite and promote cordial relations among all accounting and tax practitioners, to collect through education and to disseminate generally by all appropriate means, fundamentally sound accounting and tax theories and practice methods.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$307,235$421,384▲ $114,149
Cash and Non-Interest-Bearing Accounts$39,800--
Prepaid Expenses and Deferred Charges$7,338$3,437▼ $3,901
Total Assets$354,373$424,821▲ $70,448
Liabilities
Deferred Revenue$38,926$27,642▼ $11,284
Other Liabilities-$12,165-
Accounts Payable and Accrued Expenses-$2,021-
Total Liabilities$38,926$41,828▲ $2,902
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$315,447$382,993▲ $67,546
Total Net Assets Fund Balance$315,447$382,993▲ $67,546
Total Liabilities and Net Assets / Fund Balance$354,373$424,821▲ $70,448
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Susan Robertson Ea LtcExec DirectoPT$42,000$42,000
Theresa O Bakker CPA Ea LtcBoard Member-$2,000$2,000

Board Members and Trustees

NameTitle
Amanda Fels CPAPresident
Cletus Fernandez Ea LtcBoard Member
Ken Kindig Ea LtcBoard Member
Merry Van Atta Ea LtcBoard Member
Stuart Morris PaBoard Member
Norman Paulson CPAPast Preside
Shirly Kindig LtpSecretary
Ronald Johanesen CPATreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$31,068
Program Service Revenue
$262,965
Investment Income
$149
Other Revenue
$6,977
All Other Contributions
$250
Change in Net Assets
$67,546
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$233,613
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$66,847$768-$67,615
Conferences and Meetings$42,717$5,066-$47,783
Fees for Services Management$21,000$21,000-$42,000
Office Expenses$36,699$1,064-$37,763
Travel$7,924--$7,924
Fees for Services Lobbying-$6,000-$6,000
Advertising$1,156$1,157-$2,313
Other Expenses$777$775-$775
Insurance-$359-$359
Fees for Services Legal-$200-$200
Payment Travel Entrtnmnt Publicly Ofcl-$162-$162
Total Functional Expenses$197,062$36,551$0$233,613
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Theresa O BakkerShareholderManagement FeesNo$42,000
-Education ProviEducational PresentaNo$2,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Prepaid Sales$12,165
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Ken kindig shirly kindig board member board member spouses”

Form 990, Page 6, Part VI, Line 3

“The oaia contracts with the company known as 3rd generation accounting inc for its bookkeeping, education scheduling and management, and administration. The board reviews the checks written and interim financial statements. Check signers review original invoices and other documentation substantiating the expenditures.”

Form 990, Page 6, Part VI, Line 6

“The association is organized with members.”

Form 990, Page 6, Part VI, Line 7A

“Members have the power to approve and remove board members.”

Form 990, Page 6, Part VI, Line 7B

“The general membership votes for the board members and any changes to the bylaws.”

Form 990, Page 6, Part VI, Line 11B

“A complete copy is furnished to all board members for review and approval before being signed and filed.”

Form 990, Page 6, Part VI, Line 12C

“The organization has a conflict of interest policy applicable to all board members, the executive director, and contractors. Waivers of this policy are reviewed on an annual basis and when applciable, those in conflict are recused from decision making with regard to those conflicts.”

Form 990, Page 6, Part VI, Line 15A

“The contract with the executive director is reviewed annually by the board and adjusted based upon performance and market factors.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available upon request from the executive director.”

Filing and Contact Details

Filer

Filer Name
Oregon Association of
EIN
93-6027337
Phone
5032827247
Address
1804 NE 43RD AVE, PORTLAND, OR 97213-1404

Signing Officer

Name
Amanda Fels CPA
Title
President
Phone
5032827247
Signed
2023-06-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amanda Fels CPA
Formed
1946
Legal Domicile
Or
Voting Board Members
7
Independent Board Members
5
Employees
0

Preparer

Firm
O'LEARY'S TAX SERVICE LTD
Address
1610 C ST STE 100, VANCOUVER, WA 98663
Preparer
Terry O Bakker CPA
Phone
3606990681
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To unite and promote cordial relations among all accounting and tax practitioners, to collect through education and to disseminate generally by all appropriate means, fundamentally sound accounting and tax theories and practice methods.”

Form 990, Page 2, Part III, Line 4D

“Provide education to maintain the highest standards among members.”

Form 990, Page 5, Part V, Line 3B

“No unrelated business income”

Form 990, Part IX, Line 11G

“Awards 0 768 0 educational seminars educational presenters 66,847 0 0 total 66,847 768 0”

Raw XML Appendix374 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.

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IRS990/ProgramServiceRevenueGrp/ExclusionAmt0262965
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0262965
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROVIDE EDUCATION TO MAINTAIN THE HIGHEST STANDARDS AMONG MEMBERS.
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IRS990/PYContributionsGrantsAmt030852
IRS990/PYInvestmentIncomeAmt0757
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt0162
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt0162
IRS990/PYOtherExpensesAmt0203754
IRS990/PYOtherRevenueAmt05358
IRS990/PYProgramServiceRevenueAmt0226265
IRS990/PYRevenuesLessExpensesAmt059478
IRS990/PYTotalExpensesAmt0203754
IRS990/PYTotalRevenueAmt0263232
IRS990/ReconcilationRevenueExpnssAmt067546
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0307235
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0421384
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012165
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREPAID SALES
IRS990ScheduleD/TotalLiabilityAmt012165
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt03RD GENERATION ACCOUNTING INC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0THERESA O BAKKER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0SHAREHOLDER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1EDUCATION PROVI
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt042000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt12000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0MANAGEMENT FEES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1EDUCATIONAL PRESENTA
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO UNITE AND PROMOTE CORDIAL RELATIONS AMONG ALL ACCOUNTING AND TAX PRACTITIONERS, TO COLLECT THROUGH EDUCATION AND TO DISSEMINATE GENERALLY BY ALL APPROPRIATE MEANS, FUNDAMENTALLY SOUND ACCOUNTING AND TAX THEORIES AND PRACTICE METHODS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROVIDE EDUCATION TO MAINTAIN THE HIGHEST STANDARDS AMONG MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO UNRELATED BUSINESS INCOME
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3KEN KINDIG SHIRLY KINDIG BOARD MEMBER BOARD MEMBER SPOUSES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE OAIA CONTRACTS WITH THE COMPANY KNOWN AS 3RD GENERATION ACCOUNTING INC FOR ITS BOOKKEEPING, EDUCATION SCHEDULING AND MANAGEMENT, AND ADMINISTRATION. THE BOARD REVIEWS THE CHECKS WRITTEN AND INTERIM FINANCIAL STATEMENTS. CHECK SIGNERS REVIEW ORIGINAL INVOICES AND OTHER DOCUMENTATION SUBSTANTIATING THE EXPENDITURES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ASSOCIATION IS ORGANIZED WITH MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEMBERS HAVE THE POWER TO APPROVE AND REMOVE BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE GENERAL MEMBERSHIP VOTES FOR THE BOARD MEMBERS AND ANY CHANGES TO THE BYLAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8A COMPLETE COPY IS FURNISHED TO ALL BOARD MEMBERS FOR REVIEW AND APPROVAL BEFORE BEING SIGNED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY APPLICABLE TO ALL BOARD MEMBERS, THE EXECUTIVE DIRECTOR, AND CONTRACTORS. WAIVERS OF THIS POLICY ARE REVIEWED ON AN ANNUAL BASIS AND WHEN APPLCIABLE, THOSE IN CONFLICT ARE RECUSED FROM DECISION MAKING WITH REGARD TO THOSE CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10THE CONTRACT WITH THE EXECUTIVE DIRECTOR IS REVIEWED ANNUALLY BY THE BOARD AND ADJUSTED BASED UPON PERFORMANCE AND MARKET FACTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FROM THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12AWARDS 0 768 0 EDUCATIONAL SEMINARS EDUCATIONAL PRESENTERS 66,847 0 0 TOTAL 66,847 768 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 5, PART V, LINE 3B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0354373
IRS990/TotalAssetsEOYAmt0424821
IRS990/TotalAssetsGrp/BOYAmt0354373
IRS990/TotalAssetsGrp/EOYAmt0424821
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt031068
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt036551
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0197062
IRS990/TotalFunctionalExpensesGrp/TotalAmt0233613
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt038926
IRS990/TotalLiabilitiesEOYAmt041828
IRS990/TotalLiabilitiesGrp/BOYAmt038926
IRS990/TotalLiabilitiesGrp/EOYAmt041828
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0315447
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0382993
IRS990/TotalProgramServiceRevenueAmt0262965
IRS990/TotalReportableCompFromOrgAmt044000
IRS990/TotalRevenueGrp/ExclusionAmt0262965
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07126
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0301159
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0354373
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0424821
IRS990/TravelGrp/ProgramServicesAmt07924
IRS990/TravelGrp/TotalAmt07924
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01804 NE 43RD AVE
IRS990/USAddress/CityNm0PORTLAND
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097214
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.OAIA.NET
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMANDA FELS CPA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05032827247
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OREGON ASSOCIATION OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INDEPENDENT ACCOUNTANTS
ReturnHeader/Filer/BusinessNameControlTxt0OREG
ReturnHeader/Filer/EIN0936027337
ReturnHeader/Filer/PhoneNum05032827247
ReturnHeader/Filer/USAddress/AddressLine1Txt01804 NE 43RD AVE
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd0972131404
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201631756
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0O'LEARY'S TAX SERVICE LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01610 C ST STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VANCOUVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098663
ReturnHeader/PreparerPersonGrp/PhoneNum03606990681
ReturnHeader/PreparerPersonGrp/PreparationDt02023-06-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERRY O BAKKER CPA
ReturnHeader/ReturnTs02023-06-08T23:12:34-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMANDA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FELS
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$424,821
Liabilities
$41,828
Net assets
$382,993
Revenue
$301,159
Expenses
$233,613
Net income
$67,546
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.28$0.29$3.99$2.71$2.66$0.05
2024Detailed filing. Detailed filing data is available for this year.$4.18$0.26$3.91$3.00$3.06$0.06
2023Detailed filing. Detailed filing data is available for this year.$4.47$0.49$3.97$2.95$2.81$0.14
2022Detailed filing. Detailed filing data is available for this year.$4.25$0.42$3.83$3.01$2.34$0.68
2021Detailed filing. Detailed filing data is available for this year.$3.54$0.39$3.15$2.63$2.04$0.59
2020Detailed filing. Detailed filing data is available for this year.$2.84$0.28$2.56$3.04$2.75$0.29
2019Detailed filing. Detailed filing data is available for this year.$2.76$0.49$2.27$3.15$2.85$0.30
2018Summary only. Only limited summary data is available for this year.$2.29$0.31$1.97$3.15$2.74$0.41
2017Summary only. Only limited summary data is available for this year.$1.82$0.26$1.56$2.31$2.09$0.22
2016Summary only. Only limited summary data is available for this year.$1.51$0.17$1.34$2.32$2.19$0.13
2015Summary only. Only limited summary data is available for this year.$1.29$0.08$1.21$2.37$2.16$0.21
2014Summary only. Only limited summary data is available for this year.$1.18$0.18$1.00$2.58$2.19$0.39
2013Summary only. Only limited summary data is available for this year.$0.68$0.07$1.98$1.90$0.08
2012Summary only. Only limited summary data is available for this year.$0.56$0.02$1.90$1.89$0.01
2011Summary only. Only limited summary data is available for this year.$0.57$0.06$1.83$1.81$0.02