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Cfa Society Of Portland Inc

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Category: Community Improvement, Capacity Building / Promotion of Business (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$368k (2024)

Expenses
$236k (2024)

Total Assets
$970k (2024)

Total Liabilities
$89 (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$367,756
Expenses
$236,221
Net Income
$131,535
Net Assets
$970,158
Notable Sources of Revenue Percent of Total Revenue
Contributions $84,047
22.9%
Program Services $74,116
20.2%
Investment Income $187,323
50.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $13,840
3.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $8,430
2.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $970,247
Total Liabilities $89
Net Assets $970,158
Compensation
Key Employees and Officers Compensation Related Other
Julie Bryan (Programs Cha) $0 $0 $0
Ryan Fitzgerald (Member & Ed) $0 $0 $0
Mike Gallagher (President) $0 $0 $0
Ila Gupta (Vice Preside) $0 $0 $0
Joe Herrie (Public Aware) $0 $0 $0
Melanie Lewis (Executive Di) $0 $0 $0
Piman Limpaphayaom (University L) $0 $0 $0
Rudy Murgo (Secretary) $0 $0 $0
Tony Tursich (Past Preside) $0 $0 $0

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$324,228
Expenses
$199,658
Net Income
$124,570
Net Assets
$838,623
Notable Sources of Revenue Percent of Total Revenue
Contributions $86,398
26.6%
Program Services $16,594
5.1%
Investment Income $132,474
40.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $85,075
26.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,687
1.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $838,782
Total Liabilities $159
Net Assets $838,623
Compensation
Key Employees and Officers Compensation Related Other
Julie Bryan (Membership &) $0 $0 $0
Mike Gallagher (Vice Preside) $0 $0 $0
Ila Gupta (Programs Cha) $0 $0 $0
Joe Herrie (Public Aware) $0 $0 $0
Melanie Lewis (Executive Di) $0 $0 $0
Piman Limpaphayaom (University L) $0 $0 $0
Lisa Massena (Past Preside) $0 $0 $0
Tony Tursich (President) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$82,820
Expenses
$142,067
Net Income
-$59,247
Net Assets
$714,053
Notable Sources of Revenue Percent of Total Revenue
Contributions $86,301
> 100%
Program Services $10,774
13.0%
Investment Income -$66,315
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $47,620
57.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,440
5.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $714,123
Total Liabilities $70
Net Assets $714,053
Compensation
Key Employees and Officers Compensation Related Other
Kim Cash (Advocacy) $0 $0 $0
Mike Gallagher (Public Aware) $0 $0 $0
Ila Gupta (Membershio/E) $0 $0 $0
Joe Herrie (Secretary) $0 $0 $0
Andy Hoyt (Past Preside) $0 $0 $0
Piman Limpaphayaom (University L) $0 $0 $0
Lisa Massena (President) $0 $0 $0
Tyra Pratt (Vice Pres/Tr) $0 $0 $0
Tony Tursich (Programs Cha) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$300,118
Expenses
$89,739
Net Income
$210,379
Net Assets
$772,919
Notable Sources of Revenue Percent of Total Revenue
Contributions $89,870
29.9%
Program Services $8,032
2.7%
Investment Income $193,116
64.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $9,100
3.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $778,849
Total Liabilities $5,930
Net Assets $772,919
Compensation
Key Employees and Officers Compensation Related Other
Kim Cash (Advocacy) $0 $0 $0
Mike Gallagher (Secretary) $0 $0 $0
Andy Hoyt (President) $0 $0 $0
Chris Lakumb (Programs) $0 $0 $0
Piman Limpaphayaom (University L) $0 $0 $0
Lisa Massena (Treasurer/Vi) $0 $0 $0
Tyra Pratt (Public Aware) $0 $0 $0
Tony Tursich (Membership/E) $0 $0 $0
Benjamin Werner (Past Preside) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$187,442
Expenses
$196,456
Net Income
-$9,014
Net Assets
$560,921
Notable Sources of Revenue Percent of Total Revenue
Contributions $76,779
41.0%
Program Services $31,807
17.0%
Investment Income $8,223
4.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $66,920
35.7%
Sales of Assets $3,713
2.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $568,421
Total Liabilities $7,500
Net Assets $560,921
Compensation
Key Employees and Officers Compensation Related Other
Kim Cash (Advocacy) $0 $0 $0
Andy Hoyt (Treasurer/Vi) $0 $0 $0
Chris Lakumb (Public Aware) $0 $0 $0
Piman Limpaphayaom (University L) $0 $0 $0
Lisa Massena (Programs) $0 $0 $0
Corrie Oliva (Past Preside) $0 $0 $0
Tyra Pratt (Membership/E) $0 $0 $0
Tony Tursich (Secretary) $0 $0 $0
Benjamin Werner (President) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$235,624
Expenses
$189,263
Net Income
$46,361
Net Assets
$569,935
Notable Sources of Revenue Percent of Total Revenue
Contributions $95,209
40.4%
Program Services $39,202
16.6%
Investment Income $8,404
3.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $82,940
35.2%
Sales of Assets $9,869
4.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $581,055
Total Liabilities $11,120
Net Assets $569,935
Compensation
Key Employees and Officers Compensation Related Other
Mary Elizabeth Rhoades (President) $0 $0 $0
Nick Fritel (Past Preside) $0 $0 $0
Corrie Oliva (Director) $0 $0 $0
Piman Limpaphayaom (University L) $0 $0 $0
Lisa Massena (Membership) $0 $0 $0
Andre Hoyt (Public Aware) $0 $0 $0
Benjamin Werner (Treasurer) $0 $0 $0
Bradley Carpenter (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$243,838
Expenses
$179,864
Net Income
$63,974
Net Assets
$523,449
Notable Sources of Revenue Percent of Total Revenue
Contributions $64,950
26.6%
Program Services $29,535
12.1%
Investment Income $7,128
2.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $81,495
33.4%
Sales of Assets $60,730
24.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $523,449
Total Liabilities $0
Net Assets $523,449
Compensation
Key Employees and Officers Compensation Related Other
Mary Elizabeth Rhoades (President) $0 $0 $0
Nick Fritel (Past Preside) $0 $0 $0
Corrie Oliva (Treasurer) $0 $0 $0
Piman Limpaphayaom (University L) $0 $0 $0
Lisa Massena (Membership) $0 $0 $0
Andre Hoyt (Public Aware) $0 $0 $0
Benjamin Werner (Programs) $0 $0 $0
Bradley Carpenter (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$212,856
Expenses
$177,071
Net Income
$35,785
Net Assets
$459,475
Notable Sources of Revenue Percent of Total Revenue
Contributions $69,470
32.6%
Program Services $34,021
16.0%
Investment Income $5,918
2.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $64,419
30.3%
Sales of Assets $39,028
18.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $459,475
Total Liabilities $0
Net Assets $459,475
Compensation
Key Employees and Officers Compensation Related Other
Allen Bond (Past Preside) $0 $0 $0
Corrie Oliva (Programs) $0 $0 $0
Piman Limpaphayaom (University L) $0 $0 $0
Andre Hoyt (Public Aware) $0 $0 $0
Benjamin Werner (Membership) $0 $0 $0
Mary Elizabeth Rhoades (Treasurer) $0 $0 $0
Nick Fritel (President) $0 $0 $0
Lisa Massena (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$184,860
Expenses
$174,398
Net Income
$10,462
Net Assets
$423,690
Notable Sources of Revenue Percent of Total Revenue
Contributions $95,100
51.4%
Program Services $16,428
8.9%
Investment Income $6,116
3.3%
Net Fundraising $64,608
34.9%
Sales of Assets $2,608
1.4%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $423,690
Total Liabilities $0
Net Assets $423,690
Compensation
Key Employees and Officers Compensation Other
Sandy Rankin (President) $0 $0
Allen Bond (Treasurer) $0 $0
Me Rhoades (Secretary) $0 $0
Nick Fritel (Programs Cha) $0 $0
Corrie Oliva (Membership C) $0 $0
Piman Limpaphayaom (University L) $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$44,448
Expenses
$66,191
Net Income
-$21,743
Net Assets
$412,370
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $17,045
38.3%
Investment Income $5,650
12.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$19,979
Sales of Assets $16,387
36.9%
Net Inventory Sales $0
Other Revenue $25,345
57.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $414,279
Total Liabilities $1,909
Net Assets $412,370
Compensation
Key Employees and Officers Compensation Related Other
Jason Norris (Past President) $0 $0 $0
Sandy Rankin (President) $0 $0 $0
Brian Weiser (Secretary) $0 $0 $0
Corrie Oliva (Public Awarenes) $0 $0 $0
Allen Bond (Treasurer) $0 $0 $0
Me Rhodes (Education) $0 $0 $0
Nick Fritel (Programs) $0 $0 $0
Piman Limpaphayom (Univ. Liason) $0 $0 $0
Carl Burgdorfer (Univ. Liason) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$108,320
Expenses
$57,578
Net Income
$50,742
Net Assets
$405,599
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $27,960
25.8%
Investment Income $4,630
4.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$15,666
Sales of Assets $39,128
36.1%
Net Inventory Sales $0
Other Revenue $52,268
48.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $405,599
Total Liabilities $0
Net Assets $405,599
Compensation
Key Employees and Officers Compensation Related Other
Kevin Gooley (Past President) $0 $0 $0
Jason Norris (President) $0 $0 $0
Corrie Oliva (Secretary) $0 $0 $0
Me Rhoads (Public Aware) $0 $0 $0
Sandra Rankin (Treasurer) $0 $0 $0
Nick Fritel (Education) $0 $0 $0
Allen Bond (Programs) $0 $0 $0
Piman Limpaphayom (University Lias) $0 $0 $0
Carl Burgdorfer (University Lias) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$98,039
Expenses
$35,663
Net Income
$62,376
Net Assets
$334,010
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $40,003
40.8%
Investment Income $4,287
4.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$24,316
Sales of Assets $30,322
30.9%
Net Inventory Sales $0
Other Revenue $47,743
48.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $334,010
Total Liabilities $0
Net Assets $334,010

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$67,407
Expenses
$51,486
Net Income
$15,921
Net Assets
$260,494
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $68,736
> 100%
Investment Income $3,183
4.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$21,109
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $16,597
24.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $260,494
Total Liabilities $0
Net Assets $260,494

Document Links

Fiscal Year Ending June
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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