FINANCIAL EXECUTIVES INTERNATIONAL Portland Oregon Chapter
Nonprofit profile at a glance
- EIN
- 936032149
- IRS 990-EZ coverage
- 2020–2024
- Forms available
- Form 990-EZ 2024
- Location
- Morristown, NJ, USA
- Phone
- 5035939519
- Rating
- 37
- Verdict
- REVIEW
- Rating confidence
- Moderate
Reported finances
- Revenue
- $166,515
- Expenses
- $160,890
- Assets
- $85,070
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
2 people listed
Executive titles in this filing
- Brad Blickle (President (Fiscal Year 2024-2025))
People named in this filing
- Brad Blickle (President (Fiscal Year 2024-2025))
- Sally Crawford (Treasurer (Fiscal Year 2024-2025))
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Advancing success through information, community, and advocacy since 1931. Financial Executives International connects financial leaders through exchanging ideas about best practices, defining the profession, educating members and stakeholders and working with the government to improve the general economy.
What it reported doing in 2024
The Portland Chapter was chartered in November 1943. With a Membership of more than 170 senior-level financial executives, the Portland Chapter boasts representation from major public and private companies, mid-size and rising developmental firms in the area, across all industries. Membership with the FEI Portland Chapter provides you with opportunities to interact and network with your local senior-level financial leaders, as well as engage and learn from with top speakers. The Chapter also offers professional development sessions with Continuing Professional Education (CPE) credits, plus career services and management resources. The FEI Portland Chapter also provides college scholarships to students attending select Universities in Oregon and SW Washington.
Operating model
- Revenue model
- Membership-supported. 100% of the money available for current operations came from membership dues.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
REVIEW - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 0
- Transparency & Controls: 82
- Sustainability: 49
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 0%; rating input score 0
- Program expense ratio: 0%; rating input score 0
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 3.4%; rating input score 44; 44th percentile among comparable filings
- Total-asset coverage ratio: 0.53; rating input score 39; 39th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 76; 76th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 15.3% per year; rating input score 100; 77th percentile among comparable filings
- Asset growth: -12.4% per year; rating input score 0; 9th percentile among comparable filings
Details
- Where the money goes: 0% of revenue deployed · 0% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 2 people listed
- Consistency: 8 of 9 current checks pass · 1 finding to review
- Schedules: 1 filed schedules
- Filing history: 4 filing years from 2020 to 2024
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Mission deployment rate scored 0/100.
- High — Financial Efficiency: Program expense ratio scored 0/100.
- Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
- High — Growth: Asset growth scored 0/100.
- Moderate — Sustainability: Operating margin scored 44/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 39/100.