Civic Intelligence

Society for Information Management Portland Chapter

EIN 93-1316927 • 501(c)6 • Portland, OR

Profile

Sim chapters seek to give back to their local communities by supporting programs which contribute to the vitality and continuation of the information technology profession.

818 SW 3rd Ave PMB 383Portland, OR 97204

www.simnet.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

39th percentile

-4.6%

Higher net margin than 39% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

44th percentile

-5.0%

Faster asset growth than 44% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

22nd percentile

-24%

Faster revenue growth than 22% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$123,510

Down $6,511 (-5.0%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$123,510

Down $6,511 (-5.0%) from 2023

Revenue

Down

$140,170

Down $44,015 (-24%) from 2023

Expenses

Up

$146,681

Up $39,495 (+37%) from 2023

Net Income

Down

-$6,511

Down $83,510 (-108%) from 2023

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $79,425Net Assets 2011: $79,4252011Assets 2012: $73,038Net Assets 2012: $73,0382012Assets 2013: $77,701Net Assets 2013: $77,7012013Assets 2014: $75,186Net Assets 2014: $75,1862014Assets 2015: $146,905Net Assets 2015: $146,9052015Assets 2016: $142,242Net Assets 2016: $142,2422016Assets 2017: $136,004Net Assets 2017: $136,0042017Assets 2018: $74,762Net Assets 2018: $74,7622018Assets 2019: $59,492Liabilities 2019: $3,780Net Assets 2019: $55,7122019Assets 2020: $62,841Liabilities 2020: $4,236Net Assets 2020: $58,6052020Assets 2021: $105,165Liabilities 2021: $210Net Assets 2021: $104,9552021Assets 2022: $55,100Liabilities 2022: $2,078Net Assets 2022: $53,0222022Assets 2023: $130,021Liabilities 2023: $0Net Assets 2023: $130,0212023Assets 2024: $123,510Net Assets 2024: $123,5102024

Highlighted filing

2024

Assets$123,510
Liabilities-
Net Assets$123,510

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $115,250Expenses 2011: $123,154Net Income 2011: -$7,9042011Revenue 2012: $103,492Expenses 2012: $109,879Net Income 2012: -$6,3872012Revenue 2013: $120,386Expenses 2013: $115,723Net Income 2013: $4,6632013Revenue 2014: $105,882Expenses 2014: $108,397Net Income 2014: -$2,5152014Revenue 2015: $130,667Expenses 2015: $58,948Net Income 2015: $71,7192015Revenue 2016: $104,697Expenses 2016: $109,360Net Income 2016: -$4,6632016Revenue 2017: $102,781Expenses 2017: $109,019Net Income 2017: -$6,2382017Revenue 2018: $82,275Expenses 2018: $143,517Net Income 2018: -$61,2422018Revenue 2019: $96,484Expenses 2019: $115,534Net Income 2019: -$19,0502019Revenue 2020: $38,305Expenses 2020: $35,412Net Income 2020: $2,8932020Revenue 2021: $75,365Expenses 2021: $29,015Net Income 2021: $46,3502021Revenue 2022: $66,323Expenses 2022: $118,256Net Income 2022: -$51,9332022Revenue 2023: $184,185Expenses 2023: $107,186Net Income 2023: $76,9992023Revenue 2024: $140,170Expenses 2024: $146,681Net Income 2024: -$6,5112024

Highlighted filing

2024

Revenue$140,170
Expenses$146,681
Net Income-$6,511

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.24$1.24$1.40$1.47$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$1.84$1.07$0.77
2022Detailed filing. Detailed filing data is available for this year.$0.55$0.02$0.53$0.66$1.18$0.52
2021Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.75$0.29$0.46
2020Detailed filing. Detailed filing data is available for this year.$0.63$0.04$0.59$0.38$0.35$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.59$0.04$0.56$0.96$1.16$0.19
2018Detailed filing. Detailed filing data is available for this year.$0.75$0.75$0.82$1.44$0.61
2017Detailed filing. Detailed filing data is available for this year.$1.36$1.36$1.03$1.09$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.42$1.42$1.05$1.09$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.47$1.47$1.31$0.59$0.72
2014Detailed filing. Detailed filing data is available for this year.$0.75$0.75$1.06$1.08$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.78$0.78$1.20$1.16$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.73$1.03$1.10$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.79$1.15$1.23$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 23, 2025
Return Version
2024v5.2
Gross Receipts
$192,127
Mission and Program Overview

Mission

Leadership development of members

Sim chapters seek to give back to their local communities by supporting programs which contribute to the vitality and continuation of the information technology profession.

Program Services

DescriptionGrantsExpenses
MEETINGS AND EVENTS TO PROVIDE FORUM FOR ALL ASPECTS OF INFORMATION MANAGEMENT INCLUDING PRESENTATIONS BY LEADING PROFESSIONALS AND AN OPPORTUNITY TO EXCHANGE IDEAS CONCERNING INFORMATION MANAGEMENT.-$74,309
DEVELOP LEADERSHIP SKILLS TO FURTHER EXTEND THEIR PROFESSIONAL NETWORKS AND TO BRING ADDITIONAL RESOURCES TO PLAY IN THE NEVER ENDING CHALLENGES OF PROFESSIONAL AND PERSONAL GROWTH.-$11,369
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Saby WaraichPresident-$0--
Richard AppleyardTrustee-$0--
Jerry Lee YoungSecretary-$0--
Linu ParappillyPast President-$0--
James LundTreasurer-$0--
Bonnie RamirezMembership-$0--
Jimmy GodardPrograms-$0--
Vikranth VaddiMarketing-$0--
Lisa HarperEvents-$0--
Travis LuckeyEducation-$0--
Pradeep KumarTrustee-$0--
Steve HuffordTrustee-$0--
Bikram DayAsst Treasurer-$0--
Sacha BashoSponsorship/Phi-$0--
Surekha ReddyDirector At Lrg-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$109,971-$24,726-
Total Events$109,971-$51,957$-51,957
Filing and Contact Details

Filer

Filer Name
Society for Information Management
EIN
93-1316927
Phone
5037021900
Address
818 SW 3rd Ave PMB 383, Portland, OR 97204

Signing Officer

Name
James Lund
Title
Treasurer
Signed
2025-09-23
Discuss with paid preparer
Yes

Preparer

Firm
Young and Company Cpas
Address
11200 SW ALLEN BLVD STE 100, BEAVERTON, OR 97005
Preparer
Thomas L Strong
Phone
5036464800
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.3

Class of Activity: SCHOLARSHIP FUND | Donee's Name: University of Portland | Donee's Address: 5000 N Willamette Blvd Portland OR 97203 | Relationship of Donee: NONE | Cash Amount Given: $10000

Grants and Similar Amounts Paid In Excess of $5,000.5

Class of Activity: SCHOLARSHIP FUND | Donee's Name: WASHINGTON STATE UNIVERSITY VANCOUVER | Donee's Address: 14204 NE SALMON CREEK AVE VANCOUVER WA 98686 | Relationship of Donee: NONE | Cash Amount Given: $14000

Grants and Similar Amounts Paid In Excess of $5,000.6

Class of Activity: SCHOLARSHIP FUND | Donee's Name: OREGON STATE UNIVERSITY | Donee's Address: 1500 SW Jefferson Way CORVALLIS OR 97331 | Relationship of Donee: NONE | Cash Amount Given: $18000

Grants and Similar Amounts Paid In Excess of $5,000.10

Class of Activity: SCHOLARSHIP - RLF | Donee's Name: SIM NATIONAL | Donee's Address: 1120 Route 73, Ste 200 Mount Laurel NJ 08054 | Relationship of Donee: Affiliate | Cash Amount Given: $6100

Other Expenses.1002

Office Expenses $1040

Other Expenses.1003

Information Technology $1173

Other Expenses.1

Meeting/event expenses $74309

Other Expenses.2

Sim leadership summit $8011

Other Expenses.3

Sim tech exec conference $3032

Other Expenses.4

Payment processing fees $1426

Other Expenses.5

MARKETING $1307

Other Expenses.6

storage fees $1270

Other Expenses.7

CREDIT CARD FEES $615

Other Expenses.8

BOARD EXPENSES $326

Other Expenses.9

Professional membership $200

Other Expenses.10

RECOGNITION AWARDS $101

Other Expenses.11

LICENSES & FEES $50

Other Expenses.12

BANK CHARGES $34

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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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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464051621
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0YOUNG AND COMPANY CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011200 SW ALLEN BLVD STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEAVERTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097005
ReturnHeader/PreparerPersonGrp/PhoneNum05036464800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas L Strong
ReturnHeader/ReturnTs02025-09-23T16:19:27-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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