Oregon · Nonprofit
OREGON SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS
OREGON SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS (Oregon) receives grants from 1 organization whose IRS filings report $10,000 to it, the largest being HARRY A MERLO FOUNDATION INC ($10,000). 0 of them have funded it in more than one year.
- Revenue FY2025
- $2.7M
- Funders on record
- 1
- Grants received
- $10k
- Net assets
- $3.5M
What Oregon Society of Certified Public Accountants does
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.
As stated on its FY2025 Form 990.
Programs
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.
Society: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.
The 3 programs described on its FY2023 Form 990, listed largest first by expense.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2020 to 2021, from $3.1M to $3.9M (+28%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 0 of the last 9 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Sherri Ld Mcpherson
President/CEO
As listed on its FY2025 Form 990.
Who funds it, year by year
Grant support over time, funder by funder — shade shows the grant size each year.
From the IRS filings of OREGON SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
100% of OREGON SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS's grant income comes from Oregon funders.
Funder states come from each funder’s own filing. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Organizations like OREGON SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Oregon
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Governance
Screen this organization
A dated, signed PDF of the compliance screen for OREGON SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds OREGON SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS?
- OREGON SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS (Oregon) receives grants from 1 organization whose IRS filings report $10,000 to it, the largest being HARRY A MERLO FOUNDATION INC ($10,000). 0 of them have funded it in more than one year.
- How many funders does OREGON SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS have?
- IRS filings report 1 organization giving $10,000 in grants to OREGON SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS.
- Who is the largest funder of OREGON SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS?
- HARRY A MERLO FOUNDATION INC is the largest funder on record, with $10,000 in grants. The full list of funders is on this page.
- How can an organization like OREGON SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Oregon. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Oregon Society of Certified Public Accountants →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 1 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing