Society for Information Management Portland Chapter (EIN 931316927) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Phone

5037021900

Tax Period

2023-01-01 to 2023-12-31

Society for Information Management Portland Chapter, founded in 2001, is a small nonprofit that reported $184K in total revenue in fiscal year 2023. Revenue surged 178% from the prior year, signaling strong growth momentum. The organization ran a surplus of $77K, a strong 42% operating margin.

Mission

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.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $223,187

Program Service Revenue $26,412

Investment Income $106

Other Revenue $-65,520

TOTAL REVENUE $184,185

Expense Breakdown

Grants Paid $7,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $88,482

Other Expenses $100,186

TOTAL EXPENSES $107,186

Year-over-Year Comparison

	2023	2022	Change
Revenue	$184,185	$66,323	+1.8%
Expenses	$107,186	$118,256	-0.1%
Net Income	$76,999	$-51,933	-2.5%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Richard Appleyard	Trustee	2.00	Director	$0	$0	$0
Bonnie Ramirez	Membership	2.00	Director	$0	$0	$0
Jimmy Godard	Programs	2.00	Director	$0	$0	$0
Vikranth Vaddi	Marketing	2.00	Director	$0	$0	$0
Lisa Harper	Events	2.00	Director	$0	$0	$0
Travis Luckey	Education	2.00	Director	$0	$0	$0
Pradeep Kumar	Trustee	2.00	Director	$0	$0	$0
Steve Hufford	Trustee	2.00	Director	$0	$0	$0
Bikram Day	Asst Treasurer	2.00	Director	$0	$0	$0
Sacha Basho	Sponsorship/Phi	2.00	Director	$0	$0	$0
Surekha Reddy	Director at Lrg	2.00	Director	$0	$0	$0
Saby Waraich	President	2.00	Officer	$0	$0	$0
Jerry Lee Young	Secretary	2.00	Officer	$0	$0	$0
Linu Parappilly	Past President	2.00	Officer	$0	$0	$0
James Lund	Treasurer	2.00	Officer	$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
2023	$184,185	$107,186	$130,021	$76,999

Society for Information Management Portland Chapter