Civic Intelligence

Cfa Society of Portland Inc

990 • Fiscal year 2014 • EIN 23-7358083

Jul 01, 2013 to Jun 30, 2014 • Filed on May 14, 2015

PO Box 43497207

(541) 465-4070

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

47th percentile

0.00x

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

47th percentile

0.00x

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

96th percentile

47%

Higher net margin than 96% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

77th percentile

21%

Faster asset growth than 77% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Up

$405,599

Up $71,589 (+21%) from 2013

Net Assets

Up

$405,599

Up $71,589 (+21%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

$108,320

No earlier filing loaded for comparison.

Expenses

Up

$57,578

Up $21,915 (+61%) from 2013

Net Income

$50,742

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2011: $244,044Liabilities 2011: $0Net Assets 2011: $244,0442011Assets 2012: $260,494Liabilities 2012: $0Net Assets 2012: $260,4942012Assets 2013: $334,010Liabilities 2013: $0Net Assets 2013: $334,0102013Assets 2014: $405,599Liabilities 2014: $0Net Assets 2014: $405,5992014Assets 2015: $414,279Liabilities 2015: $1,909Net Assets 2015: $412,3702015Assets 2016: $423,690Net Assets 2016: $423,6902016Assets 2017: $459,475Liabilities 2017: $0Net Assets 2017: $459,4752017Assets 2018: $523,449Liabilities 2018: $0Net Assets 2018: $523,4492018Assets 2019: $581,055Liabilities 2019: $11,120Net Assets 2019: $569,9352019Assets 2020: $568,421Liabilities 2020: $7,500Net Assets 2020: $560,9212020Assets 2021: $778,849Liabilities 2021: $5,930Net Assets 2021: $772,9192021Assets 2022: $714,123Liabilities 2022: $70Net Assets 2022: $714,0532022Assets 2023: $838,782Liabilities 2023: $159Net Assets 2023: $838,6232023

Highlighted filing

2014

Assets$405,599
Liabilities$0
Net Assets$405,599

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KExpenses 2011: $49,5862011Expenses 2012: $51,4862012Expenses 2013: $35,6632013Revenue 2014: $108,320Expenses 2014: $57,578Net Income 2014: $50,7422014Revenue 2015: $44,448Expenses 2015: $66,191Net Income 2015: -$21,7432015Revenue 2016: $184,860Expenses 2016: $174,398Net Income 2016: $10,4622016Revenue 2017: $212,856Expenses 2017: $177,071Net Income 2017: $35,7852017Revenue 2018: $243,838Expenses 2018: $179,864Net Income 2018: $63,9742018Revenue 2019: $235,624Expenses 2019: $189,263Net Income 2019: $46,3612019Revenue 2020: $187,442Expenses 2020: $196,456Net Income 2020: -$9,0142020Revenue 2021: $300,118Expenses 2021: $89,739Net Income 2021: $210,3792021Revenue 2022: $82,820Expenses 2022: $142,067Net Income 2022: -$59,2472022Revenue 2023: $324,228Expenses 2023: $199,658Net Income 2023: $124,5702023

Highlighted filing

2014

Revenue$108,320
Expenses$57,578
Net Income$50,742
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 14, 2015
Return Version
2013v4.0
Gross Receipts
$182,611
Mission and Program Overview

Mission

The society is an association of local investment professionals consisting of portfolio managers, security analyst, investment advisors, and other financial professionals. The society promotes ethical and professional standards within the local investment community and beyond, and works to further the public's understanding of the cfa designation and investment industry. As on of aimr's 101 member societies , our society connects members to a global network of investment professionals.

The society is an association of local investment professionals consisting of portfolio managers, securty analysts, investment advisors, and other financial professionals. The society promotes ethical and professional standards within the investment industry, encourages professional development through the cfa program and continuing education, facilitates the exchange of information and opinions among people within the local investment community and beyond, and works to further the public's understanding of the cfa designation and investment industry. As one of aimr's 101 member societies, our society connects members to a global network of investment professionals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$238,414$303,017▲ $64,603
Cash and Non-Interest-Bearing Accounts$95,596$102,582▲ $6,986
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$334,010$405,599▲ $71,589
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$334,010$405,599▲ $71,589
Total Net Assets Fund Balance$334,010$405,599▲ $71,589
Total Liabilities and Net Assets / Fund Balance$334,010$405,599▲ $71,589
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kevin GooleyPast President
Jason NorrisPresident
Nick FritelEducation
Allen BondPrograms
Me RhoadsPublic Aware
Corrie OlivaSecretary
Sandra RankinTreasurer
Carl BurgdorferUniversity Lias
Piman LimpaphayomUniversity Lias
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$27,960
Investment Income
$43,758
Other Revenue
$36,602
Change in Net Assets
$50,742
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$50,078
Grants and Similar Amounts Paid$7,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings-$11,715-$11,715
Advertising-$11,544-$11,544
Grants to Domestic Individuals$7,500--$7,500
Travel-$4,367-$4,367
Office Expenses-$2,363-$2,363
Other Expenses$926$3,989-$926
Fees for Services Accounting-$835-$835
Fees for Services Legal-$100-$100
All Other Expenses-$52-$52
Total Functional Expenses$15,623$41,955$0$57,578
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$74,291
Fundraising Gross Income$58,625
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$57,625$57,625$47,245$10,380
Total Events$57,625$57,625$47,245$10,380
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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, Part VI, Line 6: Explanation of Classes of Members or Shareholder

Officer jason norris is an original incorporator, however, he does not exercise control over the governing body and board decisions are not subject to his approval.

Form 990, Part VI, Line 11B: Form 990 Review Process

Reviewed by president and treasurer

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

EIN
23-7358083
Phone
5414654070

Signing Officer

Name
Sandra Rankin
Title
Treasurer
Signed
2015-05-14
Discuss with paid preparer
Yes

Organization Details

Formed
1984
Legal Domicile
Or
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Preparer
William J Robinson
Phone
5035971546
Raw XML Appendix393 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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IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0LUNCHEON PROGRAMS
IRS990/OtherExpensesGrp/Desc1OUTSIDE SERVICES
IRS990/OtherExpensesGrp/Desc2IRC CHALLENGE
IRS990/OtherExpensesGrp/Desc3EDUCATION - CFA CLASS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06990
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13989
IRS990/OtherExpensesGrp/ProgramServicesAmt07197
IRS990/OtherExpensesGrp/ProgramServicesAmt1926
IRS990/OtherExpensesGrp/TotalAmt07197
IRS990/OtherExpensesGrp/TotalAmt16990
IRS990/OtherExpensesGrp/TotalAmt23989
IRS990/OtherExpensesGrp/TotalAmt3926
IRS990/OtherRevenueMiscGrp/Desc0CFA INSTITUTE FUNDING
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt052268
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt052268
IRS990/OtherRevenueTotalAmt052268
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0EDUCATION - CFA CLASS
IRS990/ProgramServiceRevenueGrp/Desc1LUNCHEON PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc2Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0773
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt124638
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22549
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0773
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt124638
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22549
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt07500
IRS990/PYInvestmentIncomeAmt034609
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt028163
IRS990/PYOtherRevenueAmt023427
IRS990/PYProgramServiceRevenueAmt040003
IRS990/PYRevenuesLessExpensesAmt062376
IRS990/PYTotalExpensesAmt035663
IRS990/PYTotalRevenueAmt098039
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt050742
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt025411
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt047245
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt057625
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt057625
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt057625
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt057625
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0MARKET DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010380
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt047245
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt047245
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt07500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt05
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL FUNDS ARE IN THE FORM OF SCHOLARSHIPS FOR STUDENTS ATTENDING UNIVERSITIES IN THE UNITED STATES. FUNDS ARE REMITTED TO THE UNIVERSITY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OFFICER JASON NORRIS IS AN ORIGINAL INCORPORATOR, HOWEVER, HE DOES NOT EXERCISE CONTROL OVER THE GOVERNING BODY AND BOARD DECISIONS ARE NOT SUBJECT TO HIS APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEWED BY PRESIDENT AND TREASURER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0334010
IRS990/TotalAssetsEOYAmt0405599
IRS990/TotalAssetsGrp/BOYAmt0334010
IRS990/TotalAssetsGrp/EOYAmt0405599
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt041955
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt015623
IRS990/TotalFunctionalExpensesGrp/TotalAmt057578
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0334010
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0405599
IRS990/TotalProgramServiceExpensesAmt015623
IRS990/TotalProgramServiceRevenueAmt027960
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0123986
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0108320
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0334010
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0405599
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ManagementAndGeneralAmt04367
IRS990/TravelGrp/TotalAmt04367
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0334010
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0405599
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.CFAPORTLAND.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDRA RANKIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10CFA SOCIETY OF PORTLAND INC
ReturnHeader/Filer/BusinessNameControlTxt0CFAS
ReturnHeader/Filer/EIN0237358083
ReturnHeader/Filer/PhoneNum05414654070
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 434
ReturnHeader/Filer/USAddress/City0PORTLAND
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WILLIAM J ROBINSON JR CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1012585 SW 68TH AVE STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0TIGARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0972238510
ReturnHeader/PreparerPersonGrp/PhoneNum05035971546
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William J Robinson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-14T15:50:27-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.39$0.00$8.39$3.24$2.00$1.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.14$0.00$7.14$0.83$1.42$0.59
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.79$0.06$7.73$3.00$0.90$2.10
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.68$0.08$5.61$1.87$1.96$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.81$0.11$5.70$2.36$1.89$0.46
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.23$0.00$5.23$2.44$1.80$0.64
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.59$0.00$4.59$2.13$1.77$0.36
2016Detailed filing. Detailed filing data is available for this year.$4.24$4.24$1.85$1.74$0.10
2015Detailed filing. Detailed filing data is available for this year.$4.14$0.02$4.12$0.44$0.66$0.22
2014Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$1.08$0.58$0.51
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.34$0.00$3.34$0.36
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.60$0.00$2.60$0.51
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.44$0.00$2.44$0.50