CFA Society of Portland Inc
Revenue
$368k
year to 30 June 2024
Expenses
$236k
year to 30 June 2024
Total assets
$970k
$89 liabilities
Net assets
$970k
assets less liabilities
Directors and trustees
9
4.2 years on average
Staff
0
employees, year to 30 June 2024
Left since last filing
0
no seats appear to have opened
Voting members
4
reported in Part VI
CFA Society of Portland Inc's network
9 people2 organisationsi9 people and 2 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (9). Violet dotted lines (2) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
9 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 4 voting members of its governing body on its latest Form 990 Part VI; we list 9 in Part VII (Part VII does not always name every voting member).| Name | Role as filed | Since | On the board |
|---|---|---|---|
| ILA Gupta | Vice Preside | 2023 | 3 yrs |
| Joe Herrie | Public Aware | 2023 | 3 yrs |
| Julie Bryan | Programs Cha | 2023 | 3 yrs |
| Melanie Lewis | Executive Di | 2023 | 3 yrs |
| Mike Gallagher | President | 2021 | 5 yrs |
| Piman Limpaphayaom | University L | 2019 | 7 yrs |
| Rudy Murgo | Company secretary | 2024 | 2 yrs |
| Ryan Fitzgerald | Member & Ed | 2024 | 2 yrs |
| Tony Tursich | Past Preside | 2020 | 6 yrs |
Under 5 years5 to 6 years6 years or more
Pay and hours
year to 30 June 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Julie Bryan | Programs Cha | $0 | |||
| Ryan Fitzgerald | Member & Ed | $0 | |||
| Mike Gallagher | President | $0 | |||
| Ila Gupta | Vice Preside | $0 | |||
| Joe Herrie | Public Aware | $0 | |||
| Melanie Lewis | Executive Di | $0 | |||
| Piman Limpaphayaom | University L | $0 | |||
| Rudy Murgo | Secretary | $0 | |||
| Tony Tursich | Past Preside | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- Cfa Society of Portland Inc
- EIN
- 237358083
- Address
- 16697 Nw Graf St, Portland, OR, 97229-7953
- State
- Oregon
- 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... (as filed on the Form 990)
- Activity (NTEE)
- S41 Community improvement and capacity building
- IRS classification
- 501(c)06 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Community Improvement & Capacity Building
- Size band
- 5 (IRS master file code)
- Formed
- 1984
- Principal officer
- Mike Gallagher (as named on the Form 990)
- IRS ruling date
- 1 March 2003
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 5, latest 2024
Most connected
Longest observed on the filings
≥7years on the filingsPiman Limpaphayaom
≥6years on the filingsTony Tursich
≥5years on the filingsMike Gallagher
≥3years on the filingsILA Gupta
Latest return
year to 30 June 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2024. US dollars, as filed.- Total assets
- $970k
- Total liabilities
- $89
- Net assets or fund balances
- $970k
- Contributions and grants received
- $84k
- Program service revenue
- $74k
- Employees
- 0
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $368k | $236k | $132k |
As filed on the IRS Form 990. US dollars.
State registration
1 entityiBusiness-entity registers published by US states. These records are matched to this organisation by name and state, not by EIN, and are labelled as likely matches. Street addresses are not shown.Cfa Society Of Portland, Inc. likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: Oregon Secretary of State, active business entities (data.oregon.gov tckn-sxa6). Licence not stated. Data last fetched 18 October 2026.
- State
- Oregon
- Entity type
- nonprofit corporation
- Status
- Active
- Formed
- 26 October 1971
- Registered agent
- Garth Nisbet (city and state not held)