2025-02-09T16:17:54-05:00 2024-06-30 462008087 WAYNE W WOODBRIDGE CPA PO BOX 80903 PORTLAND OR 97280 990 2023-07-01 237358083 CFA SOCIETY OF PORTLAND INC CFAS 5032759675 PO BOX 1388 PORTLAND OR 97207 MIKE GALLAGHER PRESIDENT 5037262466 2025-01-24 true false WAYNE W WOODBRIDGE P01388270 5038711626 2025-01-23 2023 2025-03-06 01:10:19Z MIKE GALLAGHER 401 DOUGLASS ST SIOUX CITY IA 51101 367756 false X WWW.CFAPORTLAND.ORG X 1984 OR 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. 4 5 0 0 86398 84047 16594 74116 132474 187323 88762 22270 324228 367756 0 0 0 0 19041 199658 236221 199658 236221 124570 131535 838782 970247 159 89 838623 970158 X 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. false false CAREER EXPO FOR STUDENTS CONGROUS TO ITS MISSION THE SOCIETY ENCOURAGES ITS MEMBERS TO EARN CFA CHARTER AND SUPPORTS CANDIDATES BY SPONSORING CFA EXAM STUDY GROUPS AND PROGRAMS. EXPERIENCED AND RESPECTED ACADEMICIANS AND PRACTITIONERS MAKE PRESENTATIONS TO COACH AND EDUCATE CFA CANDIDATES. IN AN EFFORT TO ATTRACT THE BEST & BIRGHTEST YOUNG PEOPLE TO THE INVESTMENT PROFESSION THE SOCIETY OFFERS SCHOLARSHIPS TO PROMISING CFA CANDIDATES. INVESTMENT STRATEGY MEETING false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false 0 0 0 false false false false false false false false 4 5 false false false false false false false true true false false false false false false false false false MELANIE LEWIS 5032759675 111 SW 5TH AVE PORTLAND OR 97204 X JULIE BRYAN PROGRAMS CHA X 0 0 0 RYAN FITZGERALD MEMBER & ED X 0 0 0 MIKE GALLAGHER PRESIDENT X X 0 0 0 ILA GUPTA VICE PRESIDE X X 0 0 0 JOE HERRIE PUBLIC AWARE X 0 0 0 MELANIE LEWIS EXECUTIVE DI X 0 0 0 PIMAN LIMPAPHAYAOM UNIVERSITY L X 0 0 0 RUDY MURGO SECRETARY X X 0 0 0 TONY TURSICH PAST PRESIDE X X 0 0 0 false false false 48417 35630 84047 INVESTMENT STRATEGY DINNER 53625 53625 CFA PROGRAM LUNCHEON 12575 12575 INVESTMENT RESEARCH CHALLENGE 4500 4500 CAREER EXPO JOB POSTING 3416 3416 74116 187323 187323 13840 13840 13840 ANNUAL MEETING 4400 4400 HOLIDAY SOCIAL 4030 4030 8430 367756 20491 263218 X 7547 7547 88560 19519 50000 19041 8077 8077 1157 1157 130880 107105 23775 236221 134701 82479 19041 143310 94700 110678 76166 1000 16775 583794 782606 838782 970247 159 89 159 89 X 838623 970158 838623 970158 838782 970247 X 131535 X false false FORM 990 - ORGANIZATION'S MISSION 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. FORM 990, PAGE 2, PART III, LINE 4D INVESTMENT STRATEGY MEETING FORM 990, PAGE 6, PART VI, LINE 11B NO REVIEW WAS OR WILL BE CONDUCTED. FORM 990, PAGE 6, PART VI, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC FORM 990, PART IX, LINE 11G OUTSIDE SERVICES 0 50,000 0 IRC CHALLENGE 5,519 0 0 SCHOLARSHIP 14,000 0 0 GOLF GOLF EXPENSE 0 0 19,041 TOTAL 19,519 50,000 19,041 FORM 990, PART XI, LINE 9 PRIOR PERIOD ADJ 0