2022-09-12T18:18:23-05:00 2021-12-31 930623286 ALDRICH CPAS AND ADVISORS LLP 680 HAWTHORNE AVE SE 140 SALEM OR 97301 990 2021-01-01 930474342 OREGON TELECOMMUNICATIONS ASSOCIATION OREG 5035817430 1149 COURT STREET NE SALEM OR 97301 BRANT WOLF EXECUTIVE VICE PRESIDENT 5035817430 2022-08-22 1 BRANT WOLF XXX-XX-XXXX KATHY A GORDON CPA P00016213 5035857774 2022-08-19 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z BRANT WOLF 1149 COURT STREET NE SALEM OR 97301 457990 0 X WWW.OTA-TELECOM.ORG X 1974 OR SUPPORT/PROMOTE TELECOMMUNICATIONS THROUGH TRAINING/COMMUNICATIONS/ADVOCACY. 13 13 2 132 68477 2715 0 0 352078 389334 665 179 67590 68477 420333 457990 0 0 0 0 299736 319449 0 0 0 138259 180209 437995 499658 -17662 -41668 496388 467140 117641 130061 378747 337079 SUPPORT/PROMOTE TELECOMMUNICATIONS THROUGH TRAINING/COMMUNICATIONS/ADVOCACY. 0 0 CONFERENCES, CONVENTIONS, MEETINGS, CELLULAR AND NEWSLETTER SERVICES DISSEMINATE VARIOUS TOPICS RELATED TO THE TELECOMMUNICATIONS INDUSTRY TO 132 MEMBER, ASSOCIATE AND AFFILIATED MEMBER ORGANIZATIONS OF THIS TRADE ASSOCIATION. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 8 0 2 1 1 1 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 1 1 1 0 0 0 1 0 1 1 1 1 0 0 X OTA - SUSAN ALLEN 5035817430 777 13TH STREET SE 120 SALEM OR 973014038 BRENDA CROSBY DIRECTOR 2.00 X 0 0 0 PAUL HAUER DIRECTOR 2.00 X 0 0 0 TOM BARTH DIRECTOR 2.00 X 0 0 0 NICK SCHNEIDER DIRECTOR 2.00 X 0 0 0 RUSTI LATTIN PRESIDENT 2.00 X X 0 0 0 JOYCE NELSEN DIRECTOR 2.00 X 0 0 0 RENEE WILLER DIRECTOR 2.00 X 0 0 0 GARRIN BOTT DIRECTOR 2.00 X 0 0 0 GERI FRAIJO VICE PRESIDENT 2.00 X X 0 0 0 TRE HENDRICKS DIRECTOR 2.00 X 0 0 0 JESSICA EPLEY SECRETARY 2.00 X X 0 0 0 JAMES RENNARD DIRECTOR 2.00 X 0 0 0 GINNY GARDEA DIRECTOR 2.00 X 0 0 0 BRANT WOLF EXECUTIVE VICE PRESIDENT 40.00 X 170463 0 42929 170463 0 42929 1 0 1 0 0 MEMBERSHIP DUES 813910 321649 321649 MEETINGS & SEMINARS 813910 67685 67685 389334 179 179 MANAGEMENT FEE INCOME 541610 62997 62997 ADVERTISING INCOME 541800 5480 5480 68477 457990 389334 68477 179 213392 59531 6629 22905 16992 53565 11076 13975 19200 51954 9389 4595 INCOME TAX EXPENSE (990 1920 STAFF & DIRECTOR EXPENS 5852 WEBSITE 4400 EQUIPMENT RENTAL 1636 2647 499658 18449 125 450941 440871 5699 10549 6883 9568 79675 73648 14416 6027 496388 467140 7749 12660 109087 116296 805 1105 117641 130061 X 378747 337079 378747 337079 496388 467140 -41668 0 X 0 0 0 0 0 1 321649 39437 39437 41814 -2377 79675 73648 6027 6027 1001 TAXES PAYABLE 104 1105 X X X 0 0 0 BRANT WOLF EXECUTIVE VICE PRESIDENT 170463 0 0 0 0 0 19560 0 23369 0 213392 0 0 0 PART I, LINE 3 PERIODICALLY, THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION OF THE EXECUTIVE VICE PRESIDENT. THEY REFER TO A COMPENSATION SURVEY OF SIMILAR ASSOCIATION EXECUTIVES AND REPORT THEIR FINDINGS IN WRITING. FORM 990, PART VI, SECTION A, LINE 6 THIS ORGANIZATION IS A TRADE/BUSINESS ASSOCIATION WITH MEMBERS WHO HAVE VOTING RIGHTS. THERE ARE FOUR CATEGORIES OF MEMBERSHIP: CATEGORY I: LOCAL EXCHANGE CARRIERS; CATEGORY II: OTHER TELECOMMUNICATIONS PROVIDERS; CATEGORY III: SUPPLIERS AND SERVICE PROVIDERS TO CATEGORY I AND CATEGORY II MEMBERS; AND HONORARY MEMBERS. ALL MEMBERSHIP CATEGORIES HAVE VOTING RIGHTS, EXCEPT HONORARY MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE CLASSES OF VOTING MEMBERSHIP ARE DESCRIBED IN PART VI, SECTION A, QUESTION 6. VOTING RIGHTS ARE ASSIGNED AS FOLLOWS: CATEGORY I MEMBERS HAVE ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBERS. CATEGORY II AS A CLASS, AND CATEGORY III AS A CLASS HAVE ONE VOTE EQUAL TO THE NUMBER OF DIRECTORS REPRESENTING THAT CATEGORY ON THE BOARD. FOR CATEGORIES II AND III THE DIRECTOR CASTS THE VOTE ON BEHALF OF THE CLASS. AT THE ANNUAL MEETING, THE MEMBERSHIP ELECTS THE NEW DIRECTORS TO REPLACE THOSE WITH EXPIRED TERMS. NEW DIRECTORS FOR CATEGORIES I AND II ARE ELECTED BY THE MEMBERS OF CATEGORIES I AND II COMBINED. CATEGORY III ELECTS THEIR DIRECTOR. A MAXIMUM OF ELEVEN DIRECTORS MAY COME FROM CATEGORY I, FIVE FROM CATEGORY II AND ONE FROM CATEGORY III. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERSHIP MAY VOTE ON OTHER MATTERS THAT ARE PRESENTED TO THEM AT THE ANNUAL MEETING OR A SPECIAL MEETING, INCLUDING, BUT NOT EXCLUSIVELY, CHANGES TO THE BY-LAWS. SEE COMMENTS FOR QUESTION 7A REGARDING ELECTION OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE EXECUTIVE VICE PRESIDENT PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS CONTAINED IN THE BY-LAWS OF THE ORGANIZATION. IF ISSUES ARISE WHERE A CONFLICT IS PRESENT, THEY ARE ADDRESSED AT THAT TIME AND THE BOARD VOTES IN ACCORDANCE WITH THE BY-LAWS. FORM 990, PART VI, SECTION B, LINE 15A PERIODICALLY, THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION OF THE EXECUTIVE VICE PRESIDENT. THEY REFER TO A COMPENSATION SURVEY OF SIMILAR ASSOCIATION EXECUTIVES AND REPORT THEIR FINDINGS IN WRITING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. OTA SERVICES LLC 1149 COURT ST NE SALEM OR 97301 931296717 SUPPORT SERVICES OR 0 0 OREGON TELECOMMUNICATIONS ASSOCIATION OREGON TELECOMMUNICATIONS ASSOCIATION SCHOLARSHIP FOUNDATION 1149 COURT ST NE SALEM OR 97301 931253547 PROVIDES SCHOLARSHIPS TO QUALIFIED HIGH SCHOOL AND COLLEGE STUDENTS OR 501(C)(3) LINE 11 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0