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EIN 23-7358083

Cfa Society of Portland

IRS 501(c) type
501(c)(6)
Num. employees
0
City
Portland
State
Oregon
Year formed
1984
Most recent tax filings
2023-06-01
NTEE code, primary
S41: Promotion of Business
Description
Portland-based association of investment professionals promoting ethical and professional standards, encouraging CFA charter, and offering scholarships.
Total revenues
$324,228
2023
Total expenses
$199,658
2023
Total assets
$838,782
2023
Num. employees
0
2023

Program areas at Cfa Society of Portland

Career expo
In an effort to attract the best & birghtest young people to the investment profession the Society offers scholarships to promising Cfa candidates.
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.

Who funds Cfa Society of Portland

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
CFA InstituteGen Support$46,252

Personnel at Cfa Society of Portland

NameTitleCompensation
Melanie LewisExecutive Director$0
Ila GuptaPrograms Chair$0
Tony TursichPresident$0
Mike GallagherVice President$0
Tyra PrattVice President and Treasurer$0
...and 5 more key personnel

Financials for Cfa Society of Portland

RevenuesFYE 06/2023
Total grants, contributions, etc.$86,398
Program services$16,594
Investment income and dividends$132,474
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$85,075
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$3,687
Total revenues$324,228

Form 990s for Cfa Society of Portland

Fiscal year endingDate received by IRSFormPDF link
2023-062023-11-14990View PDF
2022-062022-10-27990View PDF
2021-062021-11-09990View PDF
2020-062021-06-08990View PDF
2019-062020-01-23990View PDF
...and 9 more Form 990s
Data update history
January 19, 2024
Posted financials
Added Form 990 for fiscal year 2023
January 17, 2024
Updated personnel
Identified 2 new personnel
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2022
August 20, 2023
Received grants
Identified 1 new grant, including a grant for $46,252 from CFA Institute
June 28, 2023
Posted financials
Added Form 990 for fiscal year 2021
Nonprofit Types
Professional associationsBusiness and community development organizations
Issues
EducationBusiness and industry
Characteristics
MembershipsFundraising eventsState / local levelProvides scholarshipsFundraising races, competitions, and tournamentsNo full-time employees
General information
Address
PO Box 1388
Portland, OR 97207
Metro area
Portland-Vancouver-Hillsboro, OR-WA
County
Multnomah County, OR
Website URL
cfasociety.org/portland/pages/default.aspx 
Phone
(503) 275-9675
IRS details
EIN
23-7358083
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1984
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S41: Promotion of Business
NAICS code, primary
813920: Professional Associations
Parent/child status
Independent
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