CFA SOCIETY OF PORTLAND INC

EIN: 237358083 Community Improvement

PORTLAND, OR

Total Revenue
$367,756
Total Expenses
$236,221
Total Assets
$970,247
Net Assets
$970,158
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1984
Legal Domicile
OR
Principal Officer
MIKE GALLAGHER
Phone
5032759675
Tax Period
2023-07-01 to 2024-06-30

CFA SOCIETY OF PORTLAND INC, founded in 1984, is a small nonprofit in the Community Improvement sector that reported $368K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $132K, a strong 36% operating margin.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $84,047
Program Service Revenue $74,116
Investment Income $187,323
Other Revenue $22,270
TOTAL REVENUE $367,756

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $19,041
Other Expenses $236,221
TOTAL EXPENSES $236,221

Year-over-Year Comparison

2023 2022 Change
Revenue $367,756 $324,228 +0.1%
Expenses $236,221 $199,658 +0.2%
Net Income $131,535 $124,570 +0.1%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
4
Independent Members
5
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$0
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JULIE BRYAN PROGRAMS CHA N/A
Director
$0 $0 $0
RYAN FITZGERALD MEMBER & ED N/A
Director
$0 $0 $0
MIKE GALLAGHER PRESIDENT N/A
Officer Director
$0 $0 $0
ILA GUPTA VICE PRESIDE N/A
Officer Director
$0 $0 $0
JOE HERRIE PUBLIC AWARE N/A
Director
$0 $0 $0
MELANIE LEWIS EXECUTIVE DI N/A
Director
$0 $0 $0
PIMAN LIMPAPHAYAOM UNIVERSITY L N/A
Director
$0 $0 $0
RUDY MURGO SECRETARY N/A
Officer Director
$0 $0 $0
TONY TURSICH PAST PRESIDE N/A
Officer Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $367,756 $236,221 $970,247 $131,535
2023 $324,228 $199,658 $838,782 $124,570
2022 $82,820 $142,067 $714,123 $-59,247
2021 $300,118 $89,739 $778,849 $210,379
2020 $187,442 $196,456 $568,421 $-9,014
2019 $235,624 $189,263 $581,055 $46,361
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