TY 2024 Form 990EZ

(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
KRISTY FLEMING PRESIDENT	4.00	0
SARAH FOIDEL VICE PRESIDE	1.00	0
JENN PIDKOWICZ TREASURER	1.00	0
MARA ERB SECRETARY	2.00	0
JULIA FARRELL LEGISLATIVE	2.00	0
HANNAH BURKS LEGISLATIVE	2.00	0
SANCLER ANDRADE DEI CHAIRPER	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

KRISTY FLEMING

PRESIDENT

4.00

SARAH FOIDEL

VICE PRESIDE

1.00

JENN PIDKOWICZ

TREASURER

1.00

MARA ERB

SECRETARY

2.00

JULIA FARRELL

LEGISLATIVE

2.00

HANNAH BURKS

LEGISLATIVE

2.00

SANCLER ANDRADE

DEI CHAIRPER

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

(a) Name and business address of each independent contractor

(b) Type of service

(c) Compensation

- TIN:

SCHEDULE O
(Form 990)
(Rev. January 2025)
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.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization

OCCUPATIONAL THERAPY ASSOCIATION
OF OREGON

Employer identification number

93-0702595

Return Reference	Explanation
FORM 990-EZ, PART I, LINE 10	CLASS OF ACTIVITY: SCHOLARSHIPS CASH CONTRIBUTION: 5,200 RELATIONSHIP: NONE
FORM 990-EZ, PART I, LINE 16	EXPENSES ADVERTISING 120 OFFICE 2 CONFERENCES EXPENSE 15,769 BOARD EXPENSE 695 AWARDS EXPENSE 241 CREDIT CARD FEES 2,015 TAXES AND FEES 50 SCHOLARSHIP FUND EXPENSES 214 WEBSITE/EMAIL EXPENSES 2,492 TOTAL 21,598
FORM 990-EZ, PART II, LINE 24	PREPAID EXPENSES AND DEFERRED CHARGES 2,448 0 TOTAL 2,448 0
FORM 990-EZ, PART II, LINE 26	ACCOUNTS PAYABLE AND ACCRUED EXPENSES 141 112
FORM 990-EZ, PART III	THE MISSION OF THE OCCUPATIONAL THERAPY ASSOCIATION OF OREGON IS TO SUPPORT ITS MEMBERSHIP AND STRENGTHEN THE OCCUPATIONAL THERAPY PROFESSION THROUGH ADVOCACY, EDUCATION & NETWORKING.
FORM 990-EZ, PART V, LINE 34	1. THE NEW BYLAWS HAVE A CLEARER STRUCTURE, MAKING IT EASIER TO FIND IMPORTANT SECTIONS. 2. HEADINGS AND SUBHEADINGS HAVE BEEN IMPROVED FOR BETTER READABILITY. 3. THE RULES FOR HOW VOTING IS CONDUCTED HAVE BEEN UPDATED. 4. THERE ARE NEW GUIDELINES ON REMOTE VOTING OPTIONS, MAKING IT EASIER FOR MEMBERS TO PARTICIPATE. 5. THE RESPONSIBILITIES OF OFFICERS AND BOARD MEMBERS HAVE BEEN CLARIFIED. 6. THE QUORUM REQUIREMENT FOR BUSINESS MEETINGS HAS BEEN UPDATED, POSSIBLY MAKING IT EASIER TO CONDUCT BUSINESS. 7. A MORE DETAILED CONFLICT OF INTEREST POLICY HAS BEEN ADDED TO ENSURE FAIRNESS AND INTEGRITY WITHIN THE ORGANIZATION. 8. THE PROCESS FOR CHANGING THE BYLAWS HAS BEEN SIMPLIFIED, ALLOWING FOR QUICKER UPDATES WHEN NECESSARY. 9. NEW RULES REGARDING HOW INFORMATION IS SHARED WITH MEMBERS, INCLUDING NEWSLETTERS OR DIGITAL UPDATES, HAVE BEEN INTRODUCED.

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

Cat. No. 51056K

Schedule O (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

1	Contributions, gifts, grants, and similar amounts received ....................	1	6,796
2	Program service revenue including government fees and contracts ................	2	42,298
3	Membership dues and assessments .............................	3	19,781
4	Investment income ....................................	4	2
5a	Gross amount from sale of assets other than inventory .......	5a
b	Less: cost or other basis and sales expenses ............	5b
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
c	Less: direct expenses from gaming and fundraising events ...	6c
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
c	Gross profit or (loss) from sales of inventory (Subtract line 7b from line 7a) .........	7c
8	Other revenue (describe in Schedule O) ....................	8
9	Total revenue. Add lines 1, 2, 3, 4, 5c, 6d, 7c, and 8 ..............	9	68,877

10	Grants and similar amounts paid (list in Schedule O) ................	10	5,200
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	20,499
14	Occupancy, rent, utilities, and maintenance ...................	14
15	Printing, publications, postage, and shipping ...................	15	232
16	Other expenses (describe in Schedule O) ...................	16	21,598
17	Total expenses. Add lines 10 through 16 .................	17	47,529

18	Excess or (deficit) for the year (Subtract line 17 from line 9) ............	18	21,348
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	61,887
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	83,235

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

Sign Here

	Signature of officer	Date

	Type or print name and title

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) 2021	(b) 2022	(c) 2023	(d) 2024	(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