Liabilities / Assets
47th percentile
Tied with the lowest-debt nonprofits in its peer group.
990 • Fiscal year 2014 • EIN 23-7358083
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
47th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
47th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
96th percentile
Higher net margin than 96% of similar nonprofits.
Top Officer Pay
68th percentile
Higher top officer pay than 68% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
77th percentile
Faster asset growth than 77% of similar nonprofits.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
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.
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.
| Line | Beginning | End | Change |
|---|---|---|---|
| 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 |
| Name | Title |
|---|---|
| Kevin Gooley | Past President |
| Jason Norris | President |
| Nick Fritel | Education |
| Allen Bond | Programs |
| Me Rhoads | Public Aware |
| Corrie Oliva | Secretary |
| Sandra Rankin | Treasurer |
| Carl Burgdorfer | University Lias |
| Piman Limpaphayom | University Lias |
| Line Item | Amount |
|---|---|
| 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 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| 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 |
| Line Item | Amount |
|---|---|
| Fundraising Direct Expenses | $74,291 |
| Fundraising Gross Income | $58,625 |
| Professional Fundraising Fees | $0 |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Event 1 | $57,625 | $57,625 | $47,245 | $10,380 |
| Total Events | $57,625 | $57,625 | $47,245 | $10,380 |
| Line Item | Beginning | End | Change |
|---|---|---|---|
| Receivables from Disqualified Persons | - | $0 | - |
| Receivables from Officers, Directors, Trustees, and Key Employees | - | $0 | - |
“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.”
“Reviewed by president and treasurer”
“No documents available to the public.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | 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. |
| IRS990/AdvertisingGrp/ManagementAndGeneralAmt | 0 | 11544 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 11544 |
| IRS990/AllAffiliatesIncludedInd | 0 | false |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 52 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 52 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | false |
| IRS990/BackupWthldComplianceInd | 0 | false |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 0 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | ANDREW FISHER |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 5036203600 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | PO BOX 434 |
| IRS990/BooksInCareOfDetail/USAddress/City | 0 | PORTLAND |
| IRS990/BooksInCareOfDetail/USAddress/State | 0 | OR |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 97207 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 95596 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 102582 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 0 |
| IRS990/CompDisqualPersonsGrp/TotalAmt | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 11715 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 11715 |
| IRS990/ConflictOfInterestPolicyInd | 0 | false |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 7500 |
| IRS990/CYInvestmentIncomeAmt | 0 | 43758 |
| IRS990/CYOtherExpensesAmt | 0 | 50078 |
| IRS990/CYOtherRevenueAmt | 0 | 36602 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 27960 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 50742 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 57578 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 108320 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 0 |
| IRS990/Desc | 0 | ADMINISTERED BY CFA INSTITUTE, THE CHARTERED FINANCIAL ANALYST'S (CFA) PROGRAM IS A GRADUATE LEVEL, SELF-STUDY CURRICULUM AND EXAMINATION PROGRAM FOR INVESTMENT SPECIALISTS. ESTABLISHED IN 1962, THE CFA PROGRAM SETS THE GLOBAL STANDARD FOR INVESTMENT KNOWLEDGE, STANDARDS, AND ETHICS. EARNING THE CREDENTIAL CAN SERVE AS A "PASSPORT" TO ENTRY OR ADVANCEMENT WITHIN THE INVESTMENT PROFESSION AROUND THE WORLD. THE DESIGNATION TELLS CLIENTS, EMPLOYERS AND COLLEAGUES THAT THE CHARTERHOLDER HAS MASTERED A RIGOROUS CURRICULUM COVERING A BROAD RANGE OF INVESTMENT TOPICS AND THAT HE OR SHE IS COMMITTED TO THE HIGHEST ETHICAL STANDARDS IN THE PROFESSION.CONGRUOUS TO ITS MISSION, THE SOCIETY ENCOURAGES ITS MEMBERS TO EARN THE CFA CHARTER AND SUPPORTS CANDIDATES BY SPONSORING CFA EXAM STUDY GROUPS AND OTHER PROGRAMS. TODAY, MANY OF OUR MEMBERS HOLD THE ESTEEMED CFA DESIGNATION.THE SOCIETY SUPPORTS THE EFFORTS OF LOCAL CFA CANDIDATES BY SPONSORING A VARIETY OF CFA EXAM PREPARATION AND REVIEW OPPORTUNITIES. EXPERIENCED AND RESPECTED ACADEMICIANS AND INVESTMENT PRACTITIONERS COACH CANDIDATES ON CFA CURRICULUM TOPICS SUCH AS SECURITIES ANALYSIS AND INVESTMENT VALUATION, FINANCIAL ACCOUNTING, QUANTITATIVE ANALYSIS, ECONOMICS, ASSET ALLOCATION AND PORTFOLIO MANAGEMENT. PARTICIPATION IN AN ORGANIZED PROGRAM CAN COMPLEMENT THE SELF-STUDY DESIGN OF THE CFA PROGRAM.IN AN EFFORT TO ATTRACT THE BEST AND BRIGHTEST YOUNG PEOPLE TO THE INVESTMENT PROFESSION, THE SOCIETY OFFERS SCHOLARSHIPS TO PROMISING CFA CANDIDATES. RECIPIENTS ARE DETERMINED BY A SELECTION PROCESS THAT FOCUSES ON ACADEMIC PERFORMANCE AS WELL AS OTHER CRITERIA. |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DistributionToDonorInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | false |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | false |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/EscrowAccountInd | 0 | false |
| IRS990/ExcessBusinessHoldingsInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 15623 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 835 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 835 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 100 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 100 |
| IRS990/FeesForServicesLobbyingGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesProfFundraising/TotalAmt | 0 | 0 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 0 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignGrantsGrp/TotalAmt | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 7 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 8 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | KEVIN GOOLEY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | JASON NORRIS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | CORRIE OLIVA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | ME RHOADS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | SANDRA RANKIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | NICK FRITEL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | ALLEN BOND |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | PIMAN LIMPAPHAYOM |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | CARL BURGDORFER |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | PAST PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | President |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Secretary |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | PUBLIC AWARE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Treasurer |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | EDUCATION |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | PROGRAMS |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | UNIVERSITY LIAS |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | UNIVERSITY LIAS |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | false |
| IRS990/Form990TFiledInd | 0 | false |
| IRS990/FormationYr | 0 | 1984 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | true |
| IRS990/FundraisingDirectExpensesAmt | 0 | 74291 |
| IRS990/FundraisingGrossIncomeAmt | 0 | 58625 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 39128 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 9 |
| IRS990/GrantAmt | 0 | 7500 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 7500 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 7500 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 0 |
| IRS990/GrantsToIndividualsInd | 0 | true |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 39128 |
| IRS990/GrossReceiptsAmt | 0 | 182611 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 9 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 0 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 0 |
| IRS990/IntangibleAssetsGrp/EOYAmt | 0 | 0 |
| IRS990/InterestGrp/TotalAmt | 0 | 0 |
| IRS990/InventoriesForSaleOrUseGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 4630 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 4630 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 238414 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 303017 |
| IRS990/InvestTaxExemptBondsInd | 0 | false |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | OR |
| IRS990/LicensedMoreThanOneStateInd | 0 | false |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | true |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | false |
| IRS990/MinutesOfGoverningBodyInd | 0 | false |
| IRS990/MissionDesc | 0 | 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. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 334010 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 405599 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 39128 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 39128 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | -15666 |
| IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 20847 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/TotalAmt | 0 | 0 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 2363 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 2363 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OnBehalfOfIssuerInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OrgFiledInLieuOfForm1041Ind | 0 | false |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | LUNCHEON PROGRAMS |
| IRS990/OtherExpensesGrp/Desc | 1 | OUTSIDE SERVICES |
| IRS990/OtherExpensesGrp/Desc | 2 | IRC CHALLENGE |
| IRS990/OtherExpensesGrp/Desc | 3 | EDUCATION - CFA CLASS |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 6990 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 3989 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 7197 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 926 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 7197 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 6990 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 3989 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 926 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | CFA INSTITUTE FUNDING |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 52268 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 52268 |
| IRS990/OtherRevenueTotalAmt | 0 | 52268 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 0 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 0 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 0 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 0 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 0 |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EDUCATION - CFA CLASS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | LUNCHEON PROGRAMS |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | Membership Dues & Assessments |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 773 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 24638 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 2549 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 773 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 24638 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 2549 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 7500 |
| IRS990/PYInvestmentIncomeAmt | 0 | 34609 |
| IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt | 0 | 0 |
| IRS990/PYOtherExpensesAmt | 0 | 28163 |
| IRS990/PYOtherRevenueAmt | 0 | 23427 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 40003 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 62376 |
| IRS990/PYTotalExpensesAmt | 0 | 35663 |
| IRS990/PYTotalRevenueAmt | 0 | 98039 |
| IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt | 0 | 0 |
| IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 50742 |
| IRS990/RegularMonitoringEnfrcInd | 0 | false |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RevenueAmt | 0 | 25411 |
| IRS990/RoyaltiesGrp/TotalAmt | 0 | 0 |
| IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 0 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleG/AgrmtProfFundraisingActyInd | 0 | false |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 47245 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 57625 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 57625 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 57625 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 57625 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt | 0 | MARKET DINNER |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 10380 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 47245 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 47245 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | true |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt | 0 | 7500 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt | 0 | SCHOLARSHIP |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt | 0 | 5 |
| IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt | 0 | ALL FUNDS ARE IN THE FORM OF SCHOLARSHIPS FOR STUDENTS ATTENDING UNIVERSITIES IN THE UNITED STATES. FUNDS ARE REMITTED TO THE UNIVERSITY. |
| IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Grantmaker's Description of How Grants are Used |
| IRS990ScheduleI/Total501c3OrgCnt | 0 | 0 |
| IRS990ScheduleI/TotalOtherOrgCnt | 0 | 0 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | false |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | REVIEWED BY PRESIDENT AND TREASURER |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | No documents available to the public. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Line 11b: Form 990 Review Process |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/TaxableDistributionsInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TempOrPermanentEndowmentsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 334010 |
| IRS990/TotalAssetsEOYAmt | 0 | 405599 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 334010 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 405599 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalContributionsAmt | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 41955 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 15623 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 57578 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 334010 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 405599 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 15623 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 27960 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 123986 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 108320 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 334010 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 405599 |
| IRS990/TransactionWithControlEntInd | 0 | false |
| IRS990/TravelGrp/ManagementAndGeneralAmt | 0 | 4367 |
| IRS990/TravelGrp/TotalAmt | 0 | 4367 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UnrestrictedNetAssetsGrp/BOYAmt | 0 | 334010 |
| IRS990/UnrestrictedNetAssetsGrp/EOYAmt | 0 | 405599 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 9 |
| IRS990/VotingMembersIndependentCnt | 0 | 9 |
| IRS990/WebsiteAddressTxt | 0 | WWW.CFAPORTLAND.ORG |
| IRS990/WhistleblowerPolicyInd | 0 | false |
| ReturnHeader/BuildTS | 0 | 2016-04-25 22:37:26Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | SANDRA RANKIN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-05-14 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | CFA SOCIETY OF PORTLAND INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CFAS |
| ReturnHeader/Filer/EIN | 0 | 237358083 |
| ReturnHeader/Filer/PhoneNum | 0 | 5414654070 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | PO BOX 434 |
| ReturnHeader/Filer/USAddress/City | 0 | PORTLAND |
| ReturnHeader/Filer/USAddress/State | 0 | OR |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 97207 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | WILLIAM J ROBINSON JR CPA PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 12585 SW 68TH AVE STE A |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | TIGARD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | OR |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 972238510 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5035971546 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | William J Robinson |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2015-05-14T15:50:27-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-06-30 |
| ReturnHeader/TaxYr | 0 | 2013 |
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Displayed year
2014 • Form 990Detailed filing. Detailed filing data is available for this year.