TY 2014 Form 990EZ


	1	Contributions, gifts, grants, and similar amounts received...............	1	1,196
2	Program service revenue including government fees and contracts ............	2	34,092
3	Membership dues and assessments......................	3	11,400
4	Investment income...........................	4	23
5a	Gross amount from sale of assets other than inventory........	5a
b	Less: cost or other basis and sales expenses...........	5b	0
c	Gain or (loss) from sale of assets other than inventory (Subtract line 5b from line 5a) ......	5c
6	Gaming and fundraising events
a	Gross income from gaming (attach Schedule G if greater than $15,000) .	6a
b	Gross income from fundraising events (not including $ of contributions from fundraising events reported on line 1) (attach Schedule G if the
	sum of such gross income and contributions exceeds $15,000)	6b	0
c	Less: direct expenses from gaming and fundraising events.......	6c	0
d	Net income or (loss) from gaming and fundraising events (add lines 6a and 6b and subtract line 6c)	6d
7a	Gross sales of inventory, less returns and allowances........	7a
b	Less: cost of goods sold.................	7b	0
c	Gross profit or (loss) from sales of inventory (Subtract line 7b from line 7a) .........	7c
8	Other revenue (describe in Schedule O) .....................	8	18
9	Total revenue. Add lines 1, 2, 3, 4, 5c, 6d, 7c, and 8..............	9	46,729
	10	Grants and similar amounts paid (list in Schedule O) .................	10	5,000
11	Benefits paid to or for members........................	11
12	Salaries, other compensation, and employee benefits................	12
13	Professional fees and other payments to independent contractors............	13	28,442
14	Occupancy, rent, utilities, and maintenance...................	14
15	Printing, publications, postage, and shipping...................	15	378
16	Other expenses (describe in Schedule O) ....................	16	29,321
17	Total expenses. Add lines 10 through 16 .................	17	63,141
	18	Excess or (deficit) for the year (Subtract line 17 from line 9)............	18	-16,412
19	Net assets or fund balances at beginning of year (from line 27, column (A)) (must agree with
	end-of-year figure reported on prior year’s return)................	19	39,456
20	Other changes in net assets or fund balances (explain in Schedule O) ..........	20
21	Net assets or fund balances at end of year. Combine lines 18 through 20.........	21	23,044

Contributions, gifts, grants, and similar amounts received...............

1,196

Program service revenue including government fees and contracts ............

34,092

Membership dues and assessments......................

11,400

Investment income...........................

Gross amount from sale of assets other than inventory........

Less: cost or other basis and sales expenses...........

Gain or (loss) from sale of assets other than inventory (Subtract line 5b from line 5a) ......

Gaming and fundraising events

Gross income from gaming (attach Schedule G if greater than $15,000) .

Gross income from fundraising events (not including $ of contributions
from fundraising events reported on line 1) (attach Schedule G if the

sum of such gross income and contributions exceeds $15,000)

Less: direct expenses from gaming and fundraising events.......

Net income or (loss) from gaming and fundraising events (add lines 6a and 6b and subtract line 6c)

Gross sales of inventory, less returns and allowances........

Less: cost of goods sold.................

Gross profit or (loss) from sales of inventory (Subtract line 7b from line 7a) .........

Other revenue (describe in Schedule O) .....................

Total revenue. Add lines 1, 2, 3, 4, 5c, 6d, 7c, and 8.............. Bullet

46,729

Grants and similar amounts paid (list in Schedule O) .................

5,000

Benefits paid to or for members........................

Salaries, other compensation, and employee benefits................

Professional fees and other payments to independent contractors............

28,442

Occupancy, rent, utilities, and maintenance...................

Printing, publications, postage, and shipping...................

378

Other expenses (describe in Schedule O) ....................

29,321

Total expenses. Add lines 10 through 16 ................. Bullet

63,141

Excess or (deficit) for the year (Subtract line 17 from line 9)............

-16,412

Net assets or fund balances at beginning of year (from line 27, column (A)) (must agree with

end-of-year figure reported on prior year’s return)................

39,456

Other changes in net assets or fund balances (explain in Schedule O) ..........

Net assets or fund balances at end of year. Combine lines 18 through 20......... Bullet

23,044

Part IIIStatement of Program Service Accomplishments (see the instructions for Part III) Check if the organization used Schedule O to respond to any question in this Part III .	Expenses (Required for section 501(c)(3) and 501(c)(4) organizations; optional for others.)
What is the organization's primary exempt purpose? The mission of the Occupational Therapy Association of Oregon is to support its membership and strengthen the occupational therapy profession through advocacy, education & networking.
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. In a clear and concise manner, describe the services provided, the number of persons benefited, and other relevant information for each program title.
28 The Association provided continuing education at the annual conference. (Grants $ ) If this amount includes foreign grants, check here ...	28a
29 The Association provided continuing education at evening educational events. (Grants $ ) If this amount includes foreign grants, check here ...	29a
30 The Association provided information and networking opportunities via the website. (Grants $ ) If this amount includes foreign grants, check here ...	30a
31 Other program services (describe in Schedule O) (Grants $ ) If this amount includes foreign grants, check here...	31a
32 Total program service expenses (add lines 28a through 31a)..........	32

Part IIIStatement of Program Service Accomplishments (see the instructions for Part III) Check if the organization used Schedule O to respond to any question in this Part III .

Expenses
(Required for section 501(c)(3) and 501(c)(4) organizations; optional for others.)

What is the organization's primary exempt purpose? The mission of the Occupational Therapy Association of Oregon is to support its membership and strengthen the occupational therapy profession through advocacy, education & networking.

Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. In a clear and concise manner, describe the services provided, the number of persons benefited, and other relevant information for each program title.

28 The Association provided continuing education at the annual conference.
(Grants $ ) If this amount includes foreign grants, check here ... MediumBullet

28a

29 The Association provided continuing education at evening educational events.
(Grants $ ) If this amount includes foreign grants, check here ... MediumBullet

29a

30 The Association provided information and networking opportunities via the website.
(Grants $ ) If this amount includes foreign grants, check here ... MediumBullet

30a

31 Other program services (describe in Schedule O)
(Grants $ ) If this amount includes foreign grants, check here... MediumBullet

31a

32 Total program service expenses (add lines 28a through 31a).......... bullet

(a) Name and title	(b) Average hours per week devoted to position	(c)Reportable compensation (Forms W-2/1099-MISC) (if not paid, enter -0-)	(d) Health benefits, contributions to employee benefit plans, and deferred compensation	(e) Estimated amount of other compensation
Jan Cuciti President	8.00	0
Kim Larsen Vice President	2.00	0
Elisabeth McClure Treasurer	2.00	0
Nicole Wandell Continuing Ed	2.00	0
Sara Pickett Historian	2.00	0
Lara Lee-Reavis Leg Co-Chair	2.00	0
Katie Schuler Leg Co-Chair	2.00	0
Marrissa Gottlob Mktg Co-Chair	2.00	0
Dacia Davison Mktg Co-Chair	2.00	0
Steve Park Pac Faculty Rep	2.00	0
Ann Custer Linn-Benton Rep	2.00	0
Raissa Graves-Highsmith Pac Student Rep	2.00	0
Saisha Costello-Houghton Pac Student Rep	2.00	0
Jennifer Malm Linn-Benton Rep	2.00	0
Mary Dray Linn-Benton Rep	2.00	0

(a) Name and title

(b) Average
hours per week
devoted to position

(c)Reportable compensation
(Forms W-2/1099-MISC) (if not paid, enter -0-)

(d) Health benefits, contributions to employee benefit plans,
and deferred compensation

(e) Estimated amount
of other compensation

Jan Cuciti
President

8.00

Kim Larsen
Vice President

2.00

Elisabeth McClure
Treasurer

2.00

Nicole Wandell
Continuing Ed

2.00

Sara Pickett
Historian

2.00

Lara Lee-Reavis
Leg Co-Chair

2.00

Katie Schuler
Leg Co-Chair

2.00

Marrissa Gottlob
Mktg Co-Chair

2.00

Dacia Davison
Mktg Co-Chair

2.00

Steve Park
Pac Faculty Rep

2.00

Ann Custer
Linn-Benton Rep

2.00

Raissa Graves-Highsmith
Pac Student Rep

2.00

Saisha Costello-Houghton
Pac Student Rep

2.00

Jennifer Malm
Linn-Benton Rep

2.00

Mary Dray
Linn-Benton Rep

2.00

(a) Name and title of each employee

(b) Average
hours per week
devoted to position

(c) Reportable compensation
(Forms W-2/1099-MISC)

(d) Health benefits, contributions to employee benefit plans, and deferred compensation

(e) Estimated amount of other compensation

NONE

(a) Name and business address of each independent contractor

(b) Type of service

(c) Compensation

NONE

- 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 990-EZ 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

2014

Open to Public
Inspection

Name of the organization

Occupational Therapy Association
of Oregon

Employer identification number

93-0702595

Return Reference	Explanation
Other Revenue.1	Miscellaneous Revenue $18
Other Expenses.1001	Advertising and Promotion $704
Other Expenses.1002	Office Expenses $314
Other Expenses.1003	Information Technology $3438
Other Expenses.1007	Conferences, Conventions, and Meetings $20809
Other Expenses.1	Bank/Merchant Fees $2055
Other Expenses.2	Board of Directors Expense $1094
Other Expenses.3	Miscellaneous Expense $520
Other Expenses.4	Membership Expenses $237
Other Expenses.7	Awards $50
Other Expenses.8	Taxes/Fees $50
Other Expenses.9	NSF Checks $50
Other Assets.1005	Accounts Receivable - Beginning $50 Accounts Receivable - Ending $365
Total Liabilities.1001	Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $2506
Total Liabilities.1003	Deferred Revenue - Beginning $0 Deferred Revenue - Ending $1730

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

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2014

Additional Data

Software ID:	14000265
Software Version:	2014v5.0

Sign Here

	Signature of officer	Date

	Type or print name and title

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.

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 separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2011	(b) 2012	(c) 2013	(d) 2014	(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