Oregon Association of Independent Accountants

“The oregon association of independent accountants (oaia) contracts with the company known as 3rd generation accounting inc for its executive director role, consisting of 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.”

“Revised bylaws were approved by the membership on july 10, 2022. The changes include: allowing voting by the board and members by electronic means as opposed to simply email allowing the annual meeting to be held by electronic means and allowing notification by electronic means removing a board membership seats held by elected officials of the national society of accountants removing elected officials of the national society of accountants from being ex-officio directors and changing the eligibility of past presidents to be directors from 5 years to 2 years. This change also removes the verbiage regarding the removal of the national society of accountant's ex- offico director status and eliminating the ability of the national society of accountants to fill a vacant position”

“The association is organized with members.”

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

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

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

“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.”

“The contract for executive director services from 3rd generation accounting inc. Is reviewed annually by the board and adjusted based upon performance and market factors.”

“No documents available to the public”

“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.”

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

“No unrelated business income was received.”

“Awards 0 297 0 educational seminars educational presenters 74,255 0 0 other education expenses 15,462 0 0 total 89,717 297 0”