Civic Intelligence

Risk & Insurance Management Society of Oregon

EIN 23-7165423 • 501(c)6 • Portland, OR

Profile

To promote the profession of risk management.

PO Box 2010Portland, OR 97208

www.oregon.rims.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

97th percentile

67%

Higher net margin than 97% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

97th percentile

139%

Faster asset growth than 97% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

96th percentile

124%

Faster revenue growth than 96% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$227,445

Up $132,396 (+139%) from 2024

Liabilities

Down

$0

Down $567 (-100%) from 2024

Net Assets

Up

$227,445

Up $132,963 (+141%) from 2024

Operations
Liabilities / Revenue51st percentileNet Margin97th percentile

Revenue

Up

$198,231

Up $109,738 (+124%) from 2024

Expenses

Down

$65,268

Down $39,692 (-38%) from 2024

Net Income

Up

$132,963

Up $149,430 (+907%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth97th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $59,374Net Assets 2011: $59,3742011Assets 2012: $63,121Net Assets 2012: $63,1212012Assets 2013: $70,564Net Assets 2013: $70,5642013Assets 2014: $72,478Net Assets 2014: $72,4782014Assets 2015: $69,450Net Assets 2015: $69,4502015Assets 2016: $83,706Net Assets 2016: $83,7062016Assets 2017: $48,925Net Assets 2017: $48,9252017Assets 2018: $206,359Liabilities 2018: $0Net Assets 2018: $206,3592018Assets 2019: $159,853Liabilities 2019: $2,810Net Assets 2019: $157,0432019Assets 2021: $152,721Liabilities 2021: $3,972Net Assets 2021: $148,7492021Assets 2022: $150,173Liabilities 2022: $3,942Net Assets 2022: $146,2312022Assets 2023: $111,280Liabilities 2023: $332Net Assets 2023: $110,9482023Assets 2024: $95,049Liabilities 2024: $567Net Assets 2024: $94,4822024Assets 2025: $227,445Liabilities 2025: $0Net Assets 2025: $227,4452025

Highlighted filing

2025

Assets$227,445
Liabilities$0
Net Assets$227,445
Open 2025 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $110,070Expenses 2011: $97,537Net Income 2011: $12,5332011Revenue 2012: $45,757Expenses 2012: $42,010Net Income 2012: $3,7472012Revenue 2013: $38,173Expenses 2013: $30,730Net Income 2013: $7,4432013Revenue 2014: $44,779Expenses 2014: $42,864Net Income 2014: $1,9152014Revenue 2015: $60,380Expenses 2015: $63,408Net Income 2015: -$3,0282015Revenue 2016: $50,905Expenses 2016: $36,649Net Income 2016: $14,2562016Revenue 2017: $40,184Expenses 2017: $74,965Net Income 2017: -$34,7812017Revenue 2018: $217,199Expenses 2018: $59,765Net Income 2018: $157,4342018Revenue 2019: $119,959Expenses 2019: $169,218Net Income 2019: -$49,2592019Revenue 2021: $30,460Expenses 2021: $21,122Net Income 2021: $9,3382021Revenue 2022: $50,410Expenses 2022: $52,928Net Income 2022: -$2,5182022Revenue 2023: $61,145Expenses 2023: $96,428Net Income 2023: -$35,2832023Revenue 2024: $88,493Expenses 2024: $104,960Net Income 2024: -$16,4672024Revenue 2025: $198,231Expenses 2025: $65,268Net Income 2025: $132,9632025

Highlighted filing

2025

Revenue$198,231
Expenses$65,268
Net Income$132,963
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$227,445
Liabilities
$0
Net assets
$227,445
Revenue
$198,231
Expenses
$65,268
Net income
$132,963
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.27$0.00$2.27$1.98$0.65$1.33
2024Detailed filing. Detailed filing data is available for this year.$0.95$0.01$0.94$0.88$1.05$0.16
2023Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.61$0.96$0.35
2022Detailed filing. Detailed filing data is available for this year.$1.50$0.04$1.46$0.50$0.53$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.53$0.04$1.49$0.30$0.21$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.60$0.03$1.57$1.20$1.69$0.49
2018Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$2.17$0.60$1.57
2017Detailed filing. Detailed filing data is available for this year.$0.49$0.49$0.40$0.75$0.35
2016Detailed filing. Detailed filing data is available for this year.$0.84$0.84$0.51$0.37$0.14
2015Detailed filing. Detailed filing data is available for this year.$0.69$0.69$0.60$0.63$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.72$0.72$0.45$0.43$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.71$0.38$0.31$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.63$0.46$0.42$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.59$1.10$0.98$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 14, 2025
Return Version
2024v5.0
Gross Receipts
$226,192
Mission and Program Overview

Mission

To promote the profession of risk management.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$87,115$145,290▲ $58,175
Cash and Non-Interest-Bearing Accounts$7,937$82,155▲ $74,218
Total Assets$95,052$227,445▲ $132,393
Liabilities
Accounts Payable and Accrued Expenses$570--
Total Liabilities$570$0▼ $570
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$94,482$227,445▲ $132,963
Total Net Assets Fund Balance$94,482$227,445▲ $132,963
Total Liabilities and Net Assets / Fund Balance$95,052$227,445▲ $132,393
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Elena PetersonPresident
Alex GalvanVP Secretary
Jp AgnesseVP Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,973
Program Service Revenue
$193,557
Investment Income
$1,820
Other Revenue
$-3,119
All Other Contributions
$5,973
Change in Net Assets
$132,963
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$57,818
Grants and Similar Amounts Paid$7,450
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel---$10,404
Grants to Domestic Orgs---$7,450
Other Expenses---$4,853
All Other Expenses---$2,120
Fees for Services Accounting---$1,850
Conferences and Meetings---$1,610
Advertising---$1,391
Total Functional Expenses$0$0$0$65,268
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Spencer Educational FoundationNew York, NY(c)(3)-$5,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$27,961
Fundraising Gross Income$24,842
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$24,842$24,842$27,961$-3,119
Total Events$24,842$24,842$27,961$-3,119
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“A copy of the return is provided to governance for review and approval prior to being transmitted for filing.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Risk & Insurance Management Society
EIN
23-7165423
Phone
5034642502
Address
PO BOX 2010, PORTLAND, OR 97208
Doing Business As
Co Treasurer

Signing Officer

Name
Jp Agnesse
Title
VP Treasurer
Phone
5033185420
Signed
2025-09-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elena Peterson
Formed
1953
Legal Domicile
Or
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Verity Accountancy Pc
Address
4000 SE INTERNATIONAL WAY STE F203, MILWAUKIE, OR 97222-8864
Preparer
Jeffrey a Hart
Phone
5032815213
Raw XML Appendix280 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ReturnHeader/Filer/EIN0237165423
ReturnHeader/Filer/PhoneNum05034642502
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2010
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097208
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260043046
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VERITY ACCOUNTANCY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04000 SE INTERNATIONAL WAY STE F203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0972228864
ReturnHeader/PreparerPersonGrp/PhoneNum05032815213
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY A HART
ReturnHeader/ReturnTs02025-09-16T17:54:17-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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