1. Directory
  2. Oregon
  3. Tigard
  4. FPA of Oregon and SW Washington
EIN 93-1284924

FPA of Oregon and SW Washington

IRS 501(c) type
501(c)(6)
Num. employees
Unknown
City
Tigard
State
Oregon
Year formed
2000
Most recent tax filings
2023-12-01
NTEE code, primary
S41: Promotion of Business
Description
FPA of Oregon and SW Washington champions the value of financial planning and advances the profession with the CFP mark as its cornerstone. Its primary aim is to benefit the public by helping them achieve their financial goals. The organization held an August CE educational event, which drew 42 attendees for education and networking with other financial professionals. It also organized a fall CE summit that attracted 63 participants who gained knowledge and connected with peers.
Related structure
FPA of Oregon and SW Washington is child organization, under the parent exemption from The Financial Planning Association.
Also known as...
Financial Planning Association
Total revenues
$86,135
2023
Total expenses
$110,989
2023
Total assets
$68,417
2023
Num. employees
n/a

Personnel at FPA of Oregon and SW Washington

NameTitleCompensation
Patrick YazhariPrograms Director / Membership D$0
Scott MalbasaPresident$0
Johanna BlackwellTreasurer$0
Lisa LettenmaierPast Treasurer$0

Financials for FPA of Oregon and SW Washington

RevenuesFYE 12/2023
Total grants, contributions, etc.$18,942
Program services$66,330
Membership dues$18,942
Investment income and dividends$863
Net gain from sale of non-inventory assets$0
Net income from gaming activities and fundraising events, combined$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$86,135

Form 990s for FPA of Oregon and SW Washington

Fiscal year endingDate received by IRSFormPDF link
2023-122024-03-05990EZView PDF
2022-122023-05-11990EZView PDF
2021-122022-07-29990EZView PDF
2020-122021-05-24990EZView PDF
2019-122021-04-19990EZView PDF
...and 9 more Form 990s
Data update history
July 24, 2023
Posted financials
Added Form 990EZ for fiscal year 2021
July 18, 2023
Posted financials
Added Form 990EZ for fiscal year 2022
July 1, 2023
Updated personnel
Identified 8 new personnel
August 19, 2021
Posted financials
Added Form 990EZ for fiscal year 2019
July 15, 2021
Posted financials
Added Form 990EZ for fiscal year 2020
Nonprofit Types
Professional associationsBusiness and community development organizationsChapter / child organizations
Issues
Business and industry
Characteristics
MembershipsState / local levelNo full-time employees
General information
Address
9600 SW Oak St Ste 565
Tigard, OR 97223
Metro area
Portland-Vancouver-Hillsboro, OR-WA
County
Washington County, OR
Website URL
fpa-or.org/ 
Phone
(503) 286-8350
IRS details
EIN
93-1284924
Fiscal year end
December
Taxreturn type
Form 990-EZ
Year formed
2000
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
Child within group exemption
Free account sign-up

Want updates when FPA of Oregon and SW Washington has new information, or want to find more organizations like FPA of Oregon and SW Washington?

Create free Cause IQ account
Cause IQ is a website that helps companies grow, maintain, and serve their nonprofit clients, and helps nonprofits find additional foundation funding. Our data and tools help professionals prospect for nonprofits, research opportunities, benchmark their clients, and enrich existing information.
Nonprofits
Product
Customers
About

© 2024 Nonprofit Metrics LLC
Terms of Service and Privacy Policy