Nonprofit · EIN 23-7358083
CFA SOCIETY OF PORTLAND INC
Tax-exempt · PORTLAND, OR 97229
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2024 | 990 | $367,756 | $236,221 | $131,535 | $970,247 | $89 | $970,158 |
Financial details: 990 for the year ended June 30, 2024
Revenue
- Contributions, gifts and grants
- $84,047
- Membership dues
- $48,417
- Program service revenue
- $74,116
- Investment income
- $187,323
- Net income from fundraising events
- $13,840
- Other revenue
- $22,270
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $7,547
- Program services (functional)
- $134,701
- Management and general (functional)
- $82,479
- Fundraising (functional)
- $19,041
Balance sheet and other
- Total assets, start of year
- $838,782
- Total assets, end of year
- $970,247
- Total liabilities, end of year
- $89
- Net assets, end of year
- $970,158
- Publicly traded securities
- $782,606
- Net assets without donor restrictions
- $970,158
- Gross receipts
- $367,756
- Employees
- 0
- Year formed
- 1984
- State of legal domicile
- OR
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE BRYAN | PROGRAMS CHA Trustee or director | – | $0 |
| RYAN FITZGERALD | MEMBER & ED Trustee or director | – | $0 |
| MIKE GALLAGHER | PRESIDENT Trustee or director, Officer | – | $0 |
| ILA GUPTA | VICE PRESIDE Trustee or director, Officer | – | $0 |
| JOE HERRIE | PUBLIC AWARE Trustee or director | – | $0 |
| MELANIE LEWIS | EXECUTIVE DI Trustee or director | – | $0 |
| PIMAN LIMPAPHAYAOM | UNIVERSITY L Trustee or director | – | $0 |
| RUDY MURGO | SECRETARY Trustee or director, Officer | – | $0 |
| TONY TURSICH | PAST PRESIDE Trustee or director, Officer | – | $0 |
Address and contacts
- Address (IRS master file)
- 16697 NW GRAF ST, PORTLAND, OR 97229-7953
- Principal officer (990 for 2023)
- MIKE GALLAGHER, 401 DOUGLASS ST, SIOUX CITY, IA 51101
- Signed the 990
- MIKE GALLAGHER, PRESIDENT
- Phone
- (503) 275-9675
- Website
- WWW.CFAPORTLAND.ORG
- Return prepared by
- WAYNE W WOODBRIDGE CPA
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.
Program accomplishments
- 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
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | Not on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7358083
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2003
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $970,247
- Income (IRS master file)
- $367,756
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2024 | $367,756 | $236,221 | $970,247 | XML |
| 990 | June 2023 | $324,228 | $199,658 | $838,782 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7358083).
Questions about CFA SOCIETY OF PORTLAND INC
- What is the EIN of CFA SOCIETY OF PORTLAND INC?
- The employer identification number (EIN) of CFA SOCIETY OF PORTLAND INC is 23-7358083.
- Is CFA SOCIETY OF PORTLAND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2003.
- Are donations to CFA SOCIETY OF PORTLAND INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CFA SOCIETY OF PORTLAND INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CFA SOCIETY OF PORTLAND INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CFA SOCIETY OF PORTLAND INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2024.
- Who is the principal officer of CFA SOCIETY OF PORTLAND INC?
- The 990 for the year ended June 30, 2024 names MIKE GALLAGHER.
- Who are the officers and directors of CFA SOCIETY OF PORTLAND INC?
- The 990 for the year ended June 30, 2024 lists 9 people; 0 received compensation from the organization.
- How much revenue does CFA SOCIETY OF PORTLAND INC have?
- On its 990 for the year ended June 30, 2024 it reported revenue of $367,756, expenses of $236,221 and total assets of $970,247 at year end.
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