2024-11-12T12:25:06-06:00 2023-12-31 930623286 ALDRICH CPAS AND ADVISORS LLP 680 HAWTHORNE AVE SE 140 SALEM OR 97301 990 2023-01-01 930474342 OREGON TELECOMMUNICATIONS ASSOCIATION OREG 5035817430 1149 COURT STREET NE SALEM OR 97301 BRANT WOLF EXECUTIVE VICE PRESIDENT 5035817430 2024-11-12 1 1 RYAN M JOHNSON CPA P01048788 5035857774 2024-11-12 2023 2024-10-15 13:58:12Z BRANT WOLF 1149 COURT STREET NE SALEM OR 97301 540398 0 X WWW.OTA-TELECOM.ORG X 1974 OR SUPPORT/PROMOTE TELECOMMUNICATIONS THROUGH TRAINING/COMMUNICATIONS/ADVOCACY. 10 10 2 115 64620 0 0 0 428119 469137 14695 3663 69680 67598 512494 540398 0 0 0 0 303931 270759 0 0 0 242466 261272 546397 532031 -33903 8367 637933 585717 334757 274174 303176 311543 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 115 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 7 0 2 1 1 1 0 0 0 0 0 0 0 X 10 10 0 0 0 0 1 1 1 1 1 0 0 0 1 0 1 1 1 1 0 0 OR X CONSOLIDATED BUSINESS SERVICES 5038454434 155 E CHARLES ST MT ANGEL OR 97362 BROOKE WHEELER DIRECTOR 2.00 X 0 0 0 PAUL HAUER VICE PRESIDENT 2.00 X X 0 0 0 JARED WIENER DIRECTOR 2.00 X 0 0 0 SHAUN PLUMMER DIRECTOR 2.00 X 0 0 0 RUSTI LATTIN SECRETARY 2.00 X X 0 0 0 ERIK HOEFER 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 DIRECTOR 2.00 X 0 0 0 JESSICA EPLEY PRESIDENT 2.00 X X 0 0 0 JAMES RENNARD DIRECTOR 2.00 X 0 0 0 BRANT WOLF EXECUTIVE VICE PRESIDENT 40.00 X 163000 0 42366 163000 0 42366 1 0 1 0 0 MEMBERSHIP DUES 813910 326309 326309 MEETINGS & SEMINARS 813910 142828 142828 469137 3663 3663 MANAGEMENT FEE INCOME 541610 64620 0 64620 CREDIT CARD PROCESSING 517000 2248 2248 MISCELLANEOUS INCOME 517000 730 730 67598 540398 472115 64620 3663 205366 33468 4008 12034 15883 39390 40865 14467 16915 102933 12361 4581 STAFF & DIRECTOR EXPENS 17738 WEBSITE 4840 LEGISLATIVE ACTIVITY 3209 PRINTING AND PUBLICATIO 1373 2600 532031 141315 82092 213979 188129 227793 269011 1000 5000 67944 26459 53846 41485 637933 585717 8872 17062 325579 256962 306 150 334757 274174 X 303176 311543 303176 311543 637933 585717 8367 0 X 0 0 0 0 0 1 326309 41656 41656 42420 -764 67944 26459 41485 41485 150 150 X X X 0 0 0 BRANT WOLF EXECUTIVE VICE PRESIDENT 163000 0 0 0 0 0 19560 0 22806 0 205366 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 0 0 0 0 0 0