Civic Intelligence

Western Pension Conference Portland Chapter

EIN 93-0798446 • 501(c)6 • Gresham, OR

Profile

To interchange information, advance knowledge and education, and foster sound principles, procedures and practices in the field of employee benefits (including retirement, health and welfare, and non-qualified benefits).

PO Box 1404Gresham, OR 97030

www.wpbcportland.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

63rd percentile

7.2%

Higher net margin than 63% 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

70th percentile

10%

Faster asset growth than 70% of similar nonprofits.

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

Revenue Growth

58th percentile

3.9%

Faster revenue growth than 58% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$92,003

Up $8,421 (+10%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$92,003

Up $8,421 (+10%) from 2024

Operations
Liabilities / Revenue51st percentileNet Margin63rd percentile

Revenue

Up

$116,678

Up $4,363 (+3.9%) from 2024

Expenses

Up

$108,257

Up $22,293 (+26%) from 2024

Net Income

Down

$8,421

Down $17,930 (-68%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

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

$100K$50K$0Assets 2011: $75,238Liabilities 2011: $02011Assets 2012: $65,146Liabilities 2012: $02012Assets 2013: $65,899Liabilities 2013: $02013Assets 2014: $57,944Liabilities 2014: $02014Assets 2015: $43,663Liabilities 2015: $02015Assets 2016: $49,452Liabilities 2016: $02016Assets 2017: $64,720Liabilities 2017: $02017Assets 2018: $74,507Liabilities 2018: $02018Assets 2019: $86,813Liabilities 2019: $02019Assets 2020: $55,132Liabilities 2020: $02020Assets 2021: $56,233Liabilities 2021: $0Net Assets 2021: $56,2332021Assets 2022: $60,220Liabilities 2022: $0Net Assets 2022: $60,2202022Assets 2023: $57,231Liabilities 2023: $0Net Assets 2023: $57,2312023Assets 2024: $83,582Liabilities 2024: $0Net Assets 2024: $83,5822024Assets 2025: $92,003Liabilities 2025: $0Net Assets 2025: $92,0032025

Highlighted filing

2025

Assets$92,003
Liabilities$0
Net Assets$92,003
Open 2025 Filing

Operations Trend

Revenue Growth58th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $72,101Expenses 2011: $63,067Net Income 2011: $9,0342011Revenue 2012: $63,052Expenses 2012: $73,144Net Income 2012: -$10,0922012Revenue 2013: $73,134Expenses 2013: $72,381Net Income 2013: $7532013Revenue 2014: $30,679Expenses 2014: $38,634Net Income 2014: -$7,9552014Revenue 2015: $46,058Expenses 2015: $60,339Net Income 2015: -$14,2812015Revenue 2016: $79,126Expenses 2016: $73,337Net Income 2016: $5,7892016Revenue 2017: $68,620Expenses 2017: $53,352Net Income 2017: $15,2682017Revenue 2018: $61,791Expenses 2018: $52,004Net Income 2018: $9,7872018Revenue 2019: $81,452Expenses 2019: $69,146Net Income 2019: $12,3062019Revenue 2020: $27,478Expenses 2020: $59,159Net Income 2020: -$31,6812020Revenue 2021: $20,880Expenses 2021: $19,779Net Income 2021: $1,1012021Revenue 2022: $76,276Expenses 2022: $72,289Net Income 2022: $3,9872022Revenue 2023: $75,097Expenses 2023: $78,086Net Income 2023: -$2,9892023Revenue 2024: $112,315Expenses 2024: $85,964Net Income 2024: $26,3512024Revenue 2025: $116,678Expenses 2025: $108,257Net Income 2025: $8,4212025

Highlighted filing

2025

Revenue$116,678
Expenses$108,257
Net Income$8,421
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$92,003
Liabilities
$0
Net assets
$92,003
Revenue
$116,678
Expenses
$108,257
Net income
$8,421
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$1.17$1.08$0.08
2024Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$1.12$0.86$0.26
2023Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.75$0.78$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.76$0.72$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.21$0.20$0.01
2020Summary only. Only limited summary data is available for this year.$0.55$0.00$0.27$0.59$0.32
2019Summary only. Only limited summary data is available for this year.$0.87$0.00$0.81$0.69$0.12
2018Summary only. Only limited summary data is available for this year.$0.75$0.00$0.62$0.52$0.10
2017Summary only. Only limited summary data is available for this year.$0.65$0.00$0.69$0.53$0.15
2016Summary only. Only limited summary data is available for this year.$0.49$0.00$0.79$0.73$0.06
2015Summary only. Only limited summary data is available for this year.$0.44$0.00$0.46$0.60$0.14
2014Summary only. Only limited summary data is available for this year.$0.58$0.00$0.31$0.39$0.08
2013Summary only. Only limited summary data is available for this year.$0.66$0.00$0.73$0.72$0.01
2012Summary only. Only limited summary data is available for this year.$0.65$0.00$0.63$0.73$0.10
2011Summary only. Only limited summary data is available for this year.$0.75$0.00$0.72$0.63$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 19, 2025
Return Version
2024v5.2
Gross Receipts
$116,678
Mission and Program Overview

Mission

Education related to pensions and employee benefits

To interchange information, advance knowledge and education, and foster sound principles, procedures and practices in the field of employee benefits (including retirement, health and welfare, and non-qualified benefits).

Program Services

DescriptionGrantsExpenses
THE ANNUAL FULL-DAY SPRING CONFERENCE HOSTED OVER 200 PARTICIPANTS IN MAY 2025. IN ADDITION, 5 MONTHLY EVENTS WERE HELD THROUGHOUT THE YEAR.$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREG JONESPresident-$0--
NICHOLAS RUNNINGSecretary-$0--
KRISTIN OSORIOTreasurer-$0--
PHILIP SHERMANPresident Elect-$0--
Filing and Contact Details

Filer

Filer Name
Western Pension Conference Portland
EIN
93-0798446
Phone
5038666384
Address
PO BOX 1404, GRESHAM, OR 97030

Signing Officer

Name
Phil Sherman
Title
President
Phone
5038666384
Signed
2025-09-19
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: interest income. Amount: 8.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: governing board expense. Amount: 750. Description: monthly meeting expenses. Amount: 15,998. Description: bank fees. Amount: 3,240. Description: insurance. Amount: 1,705. Description: office expenses. Amount: 994. Description: internet and telephone. Amount: 128. Description: spring conference expenses. Amount: 64,544. Total to form 990-ez, line 16: 87,359.”

Raw XML Appendix103 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BRIDGET DAVIDSON
IRS990EZ/BooksInCareOfDetail/PhoneNum05038666384
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1404
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GRESHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097030
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt083582
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt092003
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt08421
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt020898
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt083582
IRS990EZ/Form990TotalAssetsGrp/EOYAmt092003
IRS990EZ/GrossReceiptsAmt0116678
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt017870
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt083582
IRS990EZ/NetAssetsOrFundBalancesEOYAmt092003
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt083582
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt092003
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GREG JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NICHOLAS RUNNING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRISTIN OSORIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PHILIP SHERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT ELECT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt087359
IRS990EZ/OtherRevenueTotalAmt08
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO INTERCHANGE INFORMATION, ADVANCE KNOWLEDGE AND EDUCATION, AND FOSTER SOUND PRINCIPLES, PROCEDURES AND PRACTICES IN THE FIELD OF EMPLOYEE BENEFITS (INCLUDING RETIREMENT, HEALTH AND WELFARE, AND NON-QUALIFIED BENEFITS).
IRS990EZ/ProgramServiceRevenueAmt098800
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ANNUAL FULL-DAY SPRING CONFERENCE HOSTED OVER 200 PARTICIPANTS IN MAY 2025. IN ADDITION, 5 MONTHLY EVENTS WERE HELD THROUGHOUT THE YEAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0108257
IRS990EZ/TotalRevenueAmt0116678
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://WWW.WPBCPORTLAND.ORG/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 8.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: GOVERNING BOARD EXPENSE. AMOUNT: 750. DESCRIPTION: MONTHLY MEETING EXPENSES. AMOUNT: 15,998. DESCRIPTION: BANK FEES. AMOUNT: 3,240. DESCRIPTION: INSURANCE. AMOUNT: 1,705. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 994. DESCRIPTION: INTERNET AND TELEPHONE. AMOUNT: 128. DESCRIPTION: SPRING CONFERENCE EXPENSES. AMOUNT: 64,544. TOTAL TO FORM 990-EZ, LINE 16: 87,359.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PHIL SHERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05038666384
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTERN PENSION CONFERENCE PORTLAND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0930798446
ReturnHeader/Filer/PhoneNum05038666384
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1404
ReturnHeader/Filer/USAddress/CityNm0GRESHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097030
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/ReturnTs02025-09-23T20:19:23-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)6 • <$500k nonprofits