Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Institute of Internal Auditors
EIN 51-0174629 • 501(c)8 • Portland, OR
990-N Coverage
Profile
Providing continuing education opportunities
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
5th percentile
Higher net margin than 5% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
26th percentile
Faster asset growth than 26% of similar nonprofits.
Revenue Growth
11th percentile
Faster revenue growth than 11% of similar nonprofits.
Balance Sheet
Assets
Down$43,214
Down $9,151 (-17%) from 2022
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
Down$43,214
Down $9,151 (-17%) from 2022
Revenue
Down$8,622
Down $13,931 (-62%) from 2022
Expenses
Down$17,599
Down $11,840 (-40%) from 2022
Net Income
Down-$8,977
Down $2,091 (-30%) from 2022
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $43,214
- Liabilities
- -
- Net assets
- $43,214
- Revenue
- $8,622
- Expenses
- $17,599
- Net income
- -$8,977
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jun 1, 2023 to May 31, 2024
- Signed
- Oct 15, 2024
- Return Version
- 2023v5.1
- Gross Receipts
- $8,622
Mission and Program Overview
Mission
Providing continuing education opportunities
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Provide continuing education opportunities monthly meetings and periodic seminars on topics relevant to the internal audit profession. Chapter size is approximately 400 members | $0 | $0 |
| District support administrative expenses chapter officers training donations to support internal audit profession local university engagements | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Nicole Pexton | President | PT | $0 | - | - |
| Blake Reed | Treasurer | PT | $0 | - | - |
| Jared Kizzee | Secretary | PT | $0 | - | - |
| Dan Gordon | Membership Officer Technology Chair | PT | $0 | - | - |
| Allan Lombos | Certifications Officer Marketing Chair | - | $0 | - | - |
| Alicia Preddy | Programming VP | PT | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Institute of Internal Auditors Portland Chapter
- EIN
- 51-0174629
- In Care Of
- % Nicole Pexton
- Address
- PO Box 8201, Portland, OR 97207
Signing Officer
- Name
- Blake Reed
- Title
- Treasurer
- Signed
- 2024-10-15
Supplemental Narrative
Additional Explanations
Part I, line 10
“| Grants And Similar Amounts Paid:, Amount:| IIA Allotment Revenue, $1000|”
Part I, line 16
“| Other Expenses:, Amount:| Leadership Conference, $1813| District Representative Support, $716| Conference Expenses - Food & Beverages CAE Roundtable, $178| Chapter Administration and Board Expenses, $244| Chapter Administration and Board Expenses Software License and Fees, $336| Travel Expense - District Workshop, $1163|”
Raw XML Appendix120 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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|---|---|---|
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| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9014974305 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1615 NE 89th Pl |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Vancouver |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WA |
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| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -8977 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 12149 |
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| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
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| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
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| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 52191 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 43214 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 52191 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 43214 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 5 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Blake Reed |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Dan Gordon |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Allan Lombos |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Alicia Preddy |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Treasurer |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Certifications Officer Marketing Chair |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Programming VP |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 4450 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Providing continuing education opportunities |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 6450 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Provide continuing education opportunities monthly meetings and periodic seminars on topics relevant to the internal audit profession. Chapter size is approximately 400 members |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | District support administrative expenses chapter officers training donations to support internal audit profession local university engagements |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 17599 |
| IRS990EZ/TotalRevenueAmt | 0 | 8622 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationOtherDesc | 0 | Domestic Nonprofit Corporation DNP |
| IRS990EZ/TypeOfOrganizationOtherInd | 0 | X |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | | Grants And Similar Amounts Paid:, Amount:| IIA Allotment Revenue, $1000| |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | | Other Expenses:, Amount:| Leadership Conference, $1813| District Representative Support, $716| Conference Expenses - Food & Beverages CAE Roundtable, $178| Chapter Administration and Board Expenses, $244| Chapter Administration and Board Expenses Software License and Fees, $336| Travel Expense - District Workshop, $1163| |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part I, line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Part I, line 16 |
| ReturnHeader/BuildTS | 0 | 2024-10-15 13:58:12Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Blake Reed |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-10-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | INSTITUTE OF INTERNAL AUDITORS PORTLAND CHAPTER |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | INST |
| ReturnHeader/Filer/EIN | 0 | 510174629 |
| ReturnHeader/Filer/ForeignPhoneNum | 0 | 8012446622 |
| ReturnHeader/Filer/InCareOfNm | 0 | % Nicole Pexton |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO Box 8201 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Portland |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OR |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 97207 |
| ReturnHeader/ReturnTs | 0 | 2024-10-15T03:01:54-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-06-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-05-31 |
| ReturnHeader/TaxYr | 0 | 2023 |
Document Assets
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