Society for Information Management Portland Chapter

Nonprofit profile at a glance

EIN
931316927
IRS 990-EZ coverage
2011–2024
Forms available
Form 990 2023, Form 990-EZ 2024
Location
Portland, OR, USA
Phone
5037021900
Rating
77
Verdict
SUPPORTED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$140,170
Expenses
$146,681
Assets
$123,510

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

15 people listed

Executive titles in this filing

  • Saby Waraich (President)
  • Linu Parappilly (Past President)

People named in this filing

  • Saby Waraich (President)
  • Richard Appleyard (Trustee)
  • Jerry Lee Young (Secretary)

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

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.

What it reported doing in 2024

Meetings and events to provide forum for all aspects of information management including presentations by leading professionals and an opportunity to exchange ideas concerning information management.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Hybrid. The nonprofit split its reported program spending across 44% for direct work, and 56% for grants.

The verdict

SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. A relatively small share of total spending goes to programs and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 60
  • Transparency & Controls: 100
  • Sustainability: 34
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 61.1%; rating input score 61
  • Program expense ratio: 58.4%; rating input score 58

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: -4.6%; rating input score 23; 23rd percentile among comparable filings
  • Total-asset coverage ratio: 0.84; rating input score 54; 54th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 6.1% per year; rating input score 100; 51st percentile among comparable filings
  • Revenue growth: 0.5% per year; rating input score 100; 23rd percentile among comparable filings
  • Asset growth: 1% per year; rating input score 100; 31st percentile among comparable filings

Details

  • Where the money goes: 61.1% of revenue deployed · 58.4% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $86K in reported program spending
  • Leadership: top reported pay $0 · 15 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 12 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: 1 filed related-organization link
  • 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.

  • Review — Financial Efficiency: Program expense ratio scored 58/100.
  • High — Sustainability: Operating margin scored 23/100.
  • Review — Sustainability: Total-asset coverage ratio scored 54/100.