Civic Intelligence

Portland Tax Forum

EIN 93-0958673 • 501(c)3 • Portland, OR

Profile

Present educational programs and presentations on tax topics of interest to the tax communities of Portland, OR; Vancouver, WA.; and surrounding area.

1300 SW Fifth Avenue 2600Portland, OR 97201

www.pdxtaxforum.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

14th percentile

-53%

Higher net margin than 14% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

38th percentile

-11%

Faster asset growth than 38% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

55th percentile

2.0%

Faster revenue growth than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$121,466

Down $15,726 (-11%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

$121,466

No earlier filing loaded for comparison.

Revenue

Up

$29,634

Up $579 (+2.0%) from 2023

Expenses

Up

$45,360

Up $25,865 (+133%) from 2023

Net Income

Down

-$15,726

Down $25,286 (-264%) from 2023

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $62,355Liabilities 2010: $0Net Assets 2010: $62,3552010Assets 2011: $47,241Liabilities 2011: $0Net Assets 2011: $47,2412011Assets 2012: $54,921Liabilities 2012: $0Net Assets 2012: $54,9212012Assets 2013: $55,628Liabilities 2013: $0Net Assets 2013: $55,6282013Assets 2014: $60,205Liabilities 2014: $02014Assets 2015: $58,932Liabilities 2015: $0Net Assets 2015: $58,9322015Assets 2016: $71,910Liabilities 2016: $0Net Assets 2016: $71,9102016Assets 2017: $81,345Liabilities 2017: $0Net Assets 2017: $81,3452017Assets 2018: $81,743Liabilities 2018: $02018Assets 2019: $85,940Liabilities 2019: $0Net Assets 2019: $85,9402019Assets 2020: $105,717Liabilities 2020: $02020Assets 2021: $117,712Liabilities 2021: $02021Assets 2022: $127,632Liabilities 2022: $0Net Assets 2022: $127,6322022Assets 2023: $137,192Liabilities 2023: $02023Assets 2024: $121,466Liabilities 2024: $0Net Assets 2024: $121,4662024

Highlighted filing

2024

Assets$121,466
Liabilities$0
Net Assets$121,466

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2010: $28,728Expenses 2010: $20,535Net Income 2010: $8,1932010Revenue 2011: $40,967Expenses 2011: $56,081Net Income 2011: -$15,1142011Revenue 2012: $35,741Expenses 2012: $28,061Net Income 2012: $7,6802012Revenue 2013: $39,801Expenses 2013: $39,094Net Income 2013: $7072013Revenue 2014: $39,311Expenses 2014: $34,734Net Income 2014: $4,5772014Revenue 2015: $47,102Expenses 2015: $48,375Net Income 2015: -$1,2732015Revenue 2016: $48,793Expenses 2016: $35,815Net Income 2016: $12,9782016Revenue 2017: $45,557Expenses 2017: $36,122Net Income 2017: $9,4352017Revenue 2018: $50,501Expenses 2018: $50,103Net Income 2018: $3982018Revenue 2019: $40,748Expenses 2019: $36,551Net Income 2019: $4,1972019Revenue 2020: $33,175Expenses 2020: $13,398Net Income 2020: $19,7772020Revenue 2021: $30,836Expenses 2021: $18,841Net Income 2021: $11,9952021Revenue 2022: $30,564Expenses 2022: $20,644Net Income 2022: $9,9202022Revenue 2023: $29,055Expenses 2023: $19,495Net Income 2023: $9,5602023Revenue 2024: $29,634Expenses 2024: $45,360Net Income 2024: -$15,7262024

Highlighted filing

2024

Revenue$29,634
Expenses$45,360
Net Income-$15,726

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.30$0.45$0.16
2023Summary only. Only limited summary data is available for this year.$1.37$0.00$0.29$0.19$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.31$0.21$0.10
2021Summary only. Only limited summary data is available for this year.$1.18$0.00$0.31$0.19$0.12
2020Summary only. Only limited summary data is available for this year.$1.06$0.00$0.33$0.13$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.00$0.86$0.41$0.37$0.04
2018Summary only. Only limited summary data is available for this year.$0.82$0.00$0.51$0.50$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.00$0.81$0.46$0.36$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.00$0.72$0.49$0.36$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.47$0.48$0.01
2014Summary only. Only limited summary data is available for this year.$0.60$0.00$0.39$0.35$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.40$0.39$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.00$0.55$0.36$0.28$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.00$0.47$0.41$0.56$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.00$0.62$0.29$0.21$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$29,634
Mission and Program Overview

Mission

Present educational programs and presentations on tax topics of interest to the tax communities of Portland, OR; Vancouver, WA.; and surrounding area.

Program Services

DescriptionGrantsExpenses
PRESENT EDUCATIONAL PROGRAMS AND PRESENTATIONS ON TAX TOPICS OF INTEREST TO THE TAX COMMUNITIES OF PORTLAND, OREGON; VANCOUVER, WASHINGTON; AND SURROUNDING AREA.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TROY BANKERDirector-$0--
BRIGITTE SUTHERLANDAt Large-$0--
MARY MARSHALLDirector-$0--
DAN ELLERDirector-$0--
JOE HAGENAt Large-$0--
MARK GOLDINGDirector-$0--
ROBERTA MANNAt Large-$0--
NATALIE MINNITIDirector-$0--
LARRY BRANTDirector-$0--
BRENT BERSELLIAt Large-$0--
MITCH COHENDirector-$0--
DAVID DILORENZODirector-$0--
Filing and Contact Details

Filer

Filer Name
Portland Tax Forum
EIN
93-0958673
Phone
5032245321
Address
1300 SW FIFTH AVENUE 2600, PORTLAND, OR 97201

Signing Officer

Name
Robert Riley
Title
Director
Phone
5032245321
Signed
2025-11-10
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 859.

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

Description: sponsorships. Amount: 23,900.

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

Description: bank fees. Amount: 521. Description: tax and licenses. Amount: 114. Description: website and computer expense. Amount: 1,027. Description: honorariums. Amount: 7,000. Description: insurance. Amount: 894. Description: cle fees. Amount: 240. Description: computer and network fees. Amount: 4,325. Description: miscellaneous. Amount: 50. Description: marketing. Amount: 1,500. Description: meals and entertainment. Amount: 3,789. Description: website maintenance. Amount: 3,900. Description: website development. Amount: 18,500. Total to form 990-ez, line 16: 41,860.

Form 990-ez, Part II, Line 24 - Other Assets

Description: fee holdback. Beg. Of year amount: 1,258. End of year amount: 0. Description: website prepayment. Beg. Of year amount: 9,250. End of year amount: 0.

Raw XML Appendix179 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TROY BANKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRIGITTE SUTHERLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARY MARSHALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAN ELLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOE HAGEN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ROBERTA MANN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt041860
IRS990EZ/OtherRevenueTotalAmt023900
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0PRESENT EDUCATIONAL PROGRAMS AND PRESENTATIONS ON TAX TOPICS OF INTEREST TO THE TAX COMMUNITIES OF PORTLAND, OR; VANCOUVER, WA.; AND SURROUNDING AREA.
IRS990EZ/ProgramServiceRevenueAmt04875
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PRESENT EDUCATIONAL PROGRAMS AND PRESENTATIONS ON TAX TOPICS OF INTEREST TO THE TAX COMMUNITIES OF PORTLAND, OREGON; VANCOUVER, WASHINGTON; AND SURROUNDING AREA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt045360
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt029634
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PDXTAXFORUM.ORG
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IRS990ScheduleA/InvestmentIncomePYPct00.00630
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 859.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: SPONSORSHIPS. AMOUNT: 23,900.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BANK FEES. AMOUNT: 521. DESCRIPTION: TAX AND LICENSES. AMOUNT: 114. DESCRIPTION: WEBSITE AND COMPUTER EXPENSE. AMOUNT: 1,027. DESCRIPTION: HONORARIUMS. AMOUNT: 7,000. DESCRIPTION: INSURANCE. AMOUNT: 894. DESCRIPTION: CLE FEES. AMOUNT: 240. DESCRIPTION: COMPUTER AND NETWORK FEES. AMOUNT: 4,325. DESCRIPTION: MISCELLANEOUS. AMOUNT: 50. DESCRIPTION: MARKETING. AMOUNT: 1,500. DESCRIPTION: MEALS AND ENTERTAINMENT. AMOUNT: 3,789. DESCRIPTION: WEBSITE MAINTENANCE. AMOUNT: 3,900. DESCRIPTION: WEBSITE DEVELOPMENT. AMOUNT: 18,500. TOTAL TO FORM 990-EZ, LINE 16: 41,860.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: FEE HOLDBACK. BEG. OF YEAR AMOUNT: 1,258. END OF YEAR AMOUNT: 0. DESCRIPTION: WEBSITE PREPAYMENT. BEG. OF YEAR AMOUNT: 9,250. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
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
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
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ReturnHeader/Filer/EIN0930958673
ReturnHeader/Filer/PhoneNum05032245321
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ReturnHeader/ReturnTs02025-11-10T12:46:57-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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