TY 2013 Form 990

(A)
Name and Title

(B)
Average hours per week (list any hours for related organizations below dotted line)

(D)
Reportable compensation from the organization (W- 2/1099-MISC)

(E)
Reportable compensation from related organizations (W- 2/1099-MISC)

(F)
Estimated amount of other compensation from the organization and related organizations

(1) TODD HANCHETT........................................................................
DIRECTOR

5.00
.......................0.00

(2) JOHN BACHOFNER........................................................................
Director

5.00
.......................0.00

(3) LOUIS KURTZ........................................................................
DIRECTOR

5.00
.......................0.00

(4) JAY BEATTIE........................................................................
DIRECTOR

5.00
.......................0.00

(5) DAN SCHANZ........................................................................
Pres Elect

5.00
.......................0.00

(6) JEFFREY EBERHARD........................................................................
Director

5.00
.......................0.00

(7) MARY-ANNE RAYBURN........................................................................
DIRECTOR

5.00
.......................0.00

(8) MICHAEL LEHNER........................................................................
Director

5.00
.......................0.00

(9) MICHAEL SANDMIRE........................................................................
president

5.00
.......................0.00

(10) VICKI SMITH........................................................................
Director

5.00
.......................0.00

(11) GORDON WELBORN........................................................................
Sec/Treas

5.00
.......................0.00

(12) JON STRIDE........................................................................
DIRECTOR

5.00
.......................0.00

(A)
Name and Title

(B)
Average hours per week (list any hours for related organizations below dotted line)

(D)
Reportable compensation from the organization (W- 2/1099-MISC)

(E)
Reportable compensation from related organizations (W- 2/1099-MISC)

(F)
Estimated amount of other compensation from the organization and related organizations

(A)
Name and business address

(B)
Description of services

Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet

Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII.	(A) Total expenses	(B) Program service expenses	(C) Management and general expenses	(D) Fundraising expenses
1	Grants and other assistance to governments and organizations in the United States. See Part IV, line 21	0
2	Grants and other assistance to individuals in the United States. See Part IV, line 22	0
3	Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16	0
4	Benefits paid to or for members	0
5	Compensation of current officers, directors, trustees, and key employees ....	0
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....	0
7	Other salaries and wages	0
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	0
9	Other employee benefits .......	0
10	Payroll taxes ...........	0
11	Fees for services (non-employees):
a	Management ......	72,588
b	Legal .........	0
c	Accounting ...........	750
d	Lobbying ...........	30,503
e	Professional fundraising services. See Part IV, line 17	0
f	Investment management fees ......	0
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........	0
12	Advertising and promotion ....	0
13	Office expenses .......	568
14	Information technology ......	4,045
15	Royalties ..	0
16	Occupancy ...........	0
17	Travel ............	0
18	Payments of travel or entertainment expenses for any federal, state, or local public officials ......	0
19	Conferences, conventions, and meetings ....	116,789
20	Interest ...........	0
21	Payments to affiliates .......	0
22	Depreciation, depletion, and amortization .....	0
23	Insurance ..............	1,683
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	Printing and Publications	23,789
b	Postage and Shipping	9,061
c	BOARD OF DIRECTORS EXPENSES	6,713
d	BANK & CREDIT CARD FEES	2,819
e	All other expenses	4,365
25	Total functional expenses. Add lines 1 through 24e	273,673	0	0	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.

(A)
Total expenses

(B)
Program service expenses

(D)
Fundraising expenses

Grants and other assistance to governments and organizations in the United States. See Part IV, line 21

Grants and other assistance to individuals in the United States. See Part IV, line 22

Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16

Benefits paid to or for members

Compensation of current officers, directors, trustees, and key employees ....

Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....

Other salaries and wages

Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....

Other employee benefits .......

Payroll taxes ...........

Fees for services (non-employees):

Management ......

72,588

Legal .........

Accounting ...........

750

Lobbying ...........

30,503

Professional fundraising services. See Part IV, line 17

Investment management fees ......

Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........

Advertising and promotion ....

Office expenses .......

568

Information technology ......

4,045

Royalties ..

Occupancy ...........

Travel ............

Payments of travel or entertainment expenses for any federal, state, or local public officials ......

Conferences, conventions, and meetings ....

116,789

Interest ...........

Payments to affiliates .......

Depreciation, depletion, and amortization .....

Insurance ..............

1,683

Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)

Printing and Publications

23,789

Postage and Shipping

9,061

BOARD OF DIRECTORS EXPENSES

6,713

BANK & CREDIT CARD FEES

2,819

All other expenses

4,365

Total functional expenses. Add lines 1 through 24e

273,673

Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet

if following SOP 98-2 (ASC 958-720).

Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
	1	Cash–non-interest-bearing .............		1	0
2	Savings and temporary cash investments .........	218,214	2	229,894
3	Pledges and grants receivable, net ...........		3	0
4	Accounts receivable, net .............	290	4	1,280
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L ..................
			5	0
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
			6	0
7	Notes and loans receivable, net .............		7	0
8	Inventories for sale or use ..............		8	0
9	Prepaid expenses and deferred charges ..........	4,974	9	6,442
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a
b	Less: accumulated depreciation .....	10b			10c	0
11	Investments—publicly traded securities ..........		11	0
12	Investments—other securities. See Part IV, line 11 .....		12	0
13	Investments—program-related. See Part IV, line 11 .....		13	0
14	Intangible assets ...............		14	0
15	Other assets. See Part IV, line 11 ...........		15	0
16	Total assets. Add lines 1 through 15 (must equal line 34)......	223,478	16	237,616
	17	Accounts payable and accrued expenses .........	10,677	17	8,096
18	Grants payable .................		18
19	Deferred revenue ................	39,515	19	41,995
20	Tax-exempt bond liabilities .............		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D..		21
22	Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..........		22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ....		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D....................		25
26	Total liabilities. Add lines 17 through 25.........	50,192	26	50,091
		Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets ..............	173,286	27	187,525
28	Temporarily restricted net assets ...........		28
29	Permanently restricted net assets ...........		29
	Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds ........		30
31	Paid-in or capital surplus, or land, building or equipment fund .....		31
32	Retained earnings, endowment, accumulated income, or other funds		32
33	Total net assets or fund balances ...........	173,286	33	187,525
34	Total liabilities and net assets/fund balances ........	223,478	34	237,616

Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............

(A)
Beginning of year

(B)
End of year

Cash–non-interest-bearing .............

Savings and temporary cash investments .........

218,214

229,894

Pledges and grants receivable, net ...........

Accounts receivable, net .............

290

1,280

Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................

Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L

Notes and loans receivable, net .............

Inventories for sale or use ..............

Prepaid expenses and deferred charges ..........

4,974

6,442

10a

Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D

10a

Less: accumulated depreciation .....

10b

10c

Investments—publicly traded securities ..........

Investments—other securities. See Part IV, line 11 .....

Investments—program-related. See Part IV, line 11 .....

Intangible assets ...............

Other assets. See Part IV, line 11 ...........

Total assets. Add lines 1 through 15 (must equal line 34)......

223,478

237,616

Accounts payable and accrued expenses .........

10,677

8,096

Grants payable .................

Deferred revenue ................

39,515

41,995

Tax-exempt bond liabilities .............

Escrow or custodial account liability. Complete Part IV of Schedule D..

Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified

persons. Complete Part II of Schedule L..........

Secured mortgages and notes payable to unrelated third parties ..

Unsecured notes and loans payable to unrelated third parties ....

Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D....................

Total liabilities. Add lines 17 through 25.........

50,192

50,091

Organizations that follow SFAS 117 (ASC 958), check here MediumBullet

and complete lines 27 through 29, and lines 33 and 34.

Unrestricted net assets ..............

173,286

187,525

Temporarily restricted net assets ...........

Permanently restricted net assets ...........

Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet

and complete lines 30 through 34.

Capital stock or trust principal, or current funds ........

Paid-in or capital surplus, or land, building or equipment fund .....

Retained earnings, endowment, accumulated income, or other funds

Total net assets or fund balances ...........

173,286

187,525

Total liabilities and net assets/fund balances ........

223,478

237,616

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.

OMB No. 1545-0047

2013

Open to Public
Inspection

Name of the organization

OREGON ASSOCIATION OF DEFENSE COUNSEL

Employer identification number

23-7427640

Return Reference	Explanation
Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company	The management company provides general office and administrative services for the association, as directed by the governing body, including: an association office, communications, financial services, meeting and event planning, membership management, support to the Board of Directors and committees, and other management services as needed.
Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents	The 2013 bylaws amendments were approved by the membership to improve the efficiency of our leadership and members, and to provide ample opportunity for members to be involved in the leadership of our association.The substantive bylaws changes are:-Modifying the membership eligibility criteria to better clarify and reflect our present day membership's practices and to continue to attract new members with compatible practices-General election and voting guidelines were expanded to include electronic media to inform membership of candidates, and to also provide an electronic means to vote for candidates-Revised the meetings and amendments provisions to be consistent with the revised voting procedures and to specify how amendments may be proposed
Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder	The OADC is organized as a not-for-profit professional association with an elected Board of Directors that serves as the governing body, as well as voting members who have approval and input into significant decisions of the governing body.
Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders	Members have the authority to vote in elections and bylaw amendments.
Form 990, Part VI, Line 11b: Form 990 Review Process	Prior to the Board of Directors receiving a copy of the Form 990, the accountant and management company conduct a review of the document to verify the accuracy of its contents. The members of the Board of Directors then receive a copy of the complete Form 990 along with a summation of it, before it is filed with the IRS. The Board is given time to review the document and ask questions or clarify information. After the review is complete, the e-file Form 8879-EO (for the Form 990) is signed and the accountant is then instructed to file the Form 990 with the IRS.
Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts	OADC's Conflict of Interest Policy covers the Board of Directors, officers, and staff. Persons covered by this policy review it annually and are required to disclose potential conflicts to the President. The President then follows the guidelines in the policy to determine the next steps including, but not limited to, disclosure to the board, recusal from discussions and/or decisions, and resignation. In addition, the association's staff will monitor proposed or ongoing transactions for conflicts of interest and disclose them with the President of the Board of Directors in order to deal with potential or actual conflicts, whether discovered before or after the transaction has occurred.
Form 990, Part VI, Line 19: Other Organization Documents Publicly Available	OADC makes copies of our governing documents (Articles of Incorporation, Bylaws, and Policies--including the Conflict of Interest policy), Form 990, and any other legally required documents, available for public inspection by request in person at the association office or in writing.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2013

Additional Data

Software ID:	13000170
Software Version:	2013v3.1

1	Briefly describe the organization’s mission or most significant activities: The Oregon Association of Defense Counsel is an organization for defense-oriented civil litigators whose goals are to provide a unified voice for defense concerns in Oregon, offer networking opportunities and sponsor continuing legal education.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	12
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	12
5	Total number of individuals employed in calendar year 2013 (Part V, line 2a) ......	5	0
6	Total number of volunteers (estimate if necessary) .............	6	59
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	3,375
b	Net unrelated business taxable income from Form 990-T, line 34 .........	7b

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........		0
9	Program service revenue (Part VIII, line 2g) .........	279,729	284,037
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	816	210
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	3,625	3,665
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)...................	284,170	287,912
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...		0
14	Benefits paid to or for members (Part IX, column (A), line 4).....		0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)		0
16a	Professional fundraising fees (Part IX, column (A), line 11e).....		0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	280,323	273,673
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	280,323	273,673
19	Revenue less expenses. Subtract line 18 from line 12.......	3,847	14,239
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	223,478	237,616
21	Total liabilities (Part X, line 26).............	50,192	50,091
22	Net assets or fund balances. Subtract line 21 from line 20.....	173,286	187,525

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )
	SPONSORED LEGAL EDUCATION AT THE ANNUAL CONVENTION.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )
	SPONSORED LEGAL EDUCATION AT THE FALL SEMINAR, COMMERCIAL SEMINAR AND PRACTICE GROUP CONTINUING EDUCATION EVENTS.

4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )
	PROVIDED LEGAL EDUCATION THROUGH THE NEWSLETTER.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)............

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

				(A) Total revenue	(B) Related or exempt function revenue	(C) Unrelated business revenue	(D) Revenue excluded from tax under sections 512-514
1a	Federated campaigns..1a
b	Membership dues....1b
c	Fundraising events....1c
d	Related organizations...1d
e	Government grants (contributions)1e

f	All other contributions, gifts, grants, and similar amounts not included above1f

g	Noncash contributions included in lines 1a-1f:$
h	Total. Add lines 1a-1f.......			0
			Business Code
2a	ANNUAL CONVENTION		541900	70,912	70,912
b	COMMERCIAL SEMINAR		541900	3,350	3,350
c	FALL SEMINAR		541900	20,630	20,630
d	Membership Dues & Assessments		541900	180,170	180,170
e	PRACTICE ACADEMY		541900	7,000	7,000
f	All other program service revenue .			1,975	1,975
g	Total. Add lines 2a–2f........			284,037
3	Investment income (including dividends, interest, and other similar amounts).......			210			210
4	Income from investment of tax-exempt bond proceeds..			0
5	Royalties...........			0
		(i) Real	(ii) Personal
6a	Gross rents
b	Less: rental expenses
c	Rental income or (loss)
d	Net rental income or (loss).......			0
		(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory
b	Less: cost or other basis and sales expenses
c	Gain or (loss)
d	Net gain or (loss)..........			0
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ..
	a
b	Less: direct expenses ...b
c	Net income or (loss) from fundraising events..			0
9a	Gross income from gaming activities. See Part IV, line 19 ...
	a
b	Less: direct expenses ...b
c	Net income or (loss) from gaming activities...			0
10a	Gross sales of inventory, less returns and allowances .
	a
b	Less: cost of goods sold ..b
c	Net income or (loss) from sales of inventory..			0
Miscellaneous Revenue			Business Code
11a	ADVERTISING		541800	3,375		3,375
b	MISC INCOME		541900	290			290
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			3,665
12	Total revenue. See Instructions......			287,912	284,037	3,375	500

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ......
b	Total lobbying expenditures to influence a legislative body (direct lobbying) .......
c	Total lobbying expenditures (add lines 1a and 1b) ...................
d	Other exempt purpose expenditures ........................
e	Total exempt purpose expenditures (add lines 1c and 1d) ...............
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) .................
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ......................................	Yes No

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2010	(b) 2011	(c) 2012	(d) 2013	(e) Total

2a	Lobbying nontaxable amount

b	Lobbying ceiling amount (150% of line 2a, column(e))

c	Total lobbying expenditures

d	Grassroots nontaxable amount

e	Grassroots ceiling amount (150% of line 2d, column (e))

f	Grassroots lobbying expenditures