2024-03-05T21:15:14-05:00 2023-12-31 461881127 FOSTER & ASSOCIATES CPA LLC 9011 SW BEAVERTON HILLSDALE HWY STE PORTLAND OR 972252452 990EZ 2023-01-01 931284924 FPA OF OREGON AND SW WASHINGTON FPAO 5032868350 9600 SW OAK STREET STE 565 TIGARD OR 97223 SCOTT MALBASA PRESIDENT 5062603008 2024-02-26 true SCOTT MALBASA 999009999 false ASIF I MUZAFFARR P00638064 5032972610 2024-02-26 2023 2023-04-26 12:10:37Z 3687 X X WWW.FPA-OR.ORG X X 86135 X 66330 18942 863 86135 42590 300 348 67751 110989 -24854 91688 66834 X 94767 65497 1850 2920 96617 68417 4929 1583 91688 66834 X THE FINANCIAL PLANNING ASSOCIATION OF OREGON & SW WASHINGTON CHAMPIONS THE VALUE OF THE FINANCIAL PLANNING PROCESS AND ADVANCES THE FINANCIAL PLANNING PROFESSION WITH THE CFP MARK AS ITS CORNERSTONE. OUR PRIMARY AIM IS TO BENEFIT THE PUBLIC BY HELPING TO ENSURE THAT FINANCIAL PLANNING IS DELIVERED THROUGH PROFICIENT, ETHICAL FINANCIAL PLANNERS. HELD A CE PROGRAM SPRING FINANCIAL FORUM PROVIDING CES FOR EDUCATION AND NETWORKING. 68 ATTENDED. HELD A MAY CE PROGRAM PROVIDING EDUCATION & NETWORKING WITH OTHER FINANCIAL PROFESSIONALS. 37 ATTENDED. HELD AN AUGUST CE EVENT PROVIDING EDUCATION & NETWORKING WITH OTHER FINANCIAL PROFESSIONALS. 27 ATTENDED. HELD A FALL CE PROGRAM PROVIDING NETWORKING AND EDUCATION FOR FINANCIAL PROFESSIONALS. 101 ATTENDED. TRACI NELSON PRESIDENT 2.00 0 RYAN PRICE PAST PRESIDE 1.00 0 JOHANNA BLACKWELL TREASURER 2.00 0 JESSICA PORTER SECRETARY 2.00 0 BRIAN ADAMS AT-LARGE DIR 1.00 0 MARC KADOMATSU AT-LARGE DIR 1.00 0 MATT ZUNIGA PRO-BONO DIR 1.00 0 TANA THOMSON DEI DIRECTOR 1.00 0 CARA MILLER MEMBERSHIP D 1.00 0 SCOTT MALBASA PROGRAMS DIR 2.00 0 false false false true false false false false UPDATE MANAGEMENT 9600 SW OAK STREET STE 565 TIGARD OR 97223 5032539385 false false false false false false false false false true false FORM 990-EZ, PART I, LINE 16 EXPENSES OFFICE SUPPLY EXPENSE 932 TELEPHONE, TELECOMMUNICATIONS 1,003 WEBSITE / EMAIL EXPENSE 4,916 SPRING FINANCIAL 27,067 MAY Q2 CE EXPENSE 6,258 AUG Q3 CE EXPENSE 3,359 NOV Q4 CE EXPENSE 19,920 MEMBERSHIP EXPENSE 1,052 BOARD OF DIRECTORS EXPENS 763 TAXES / FEES 58 BANK CHARGES / MERCHANT F 1,718 MISC EXPENSE 705 TOTAL 67,751 FORM 990-EZ, PART II, LINE 24 ACCOUNTS RECEIVABLE 0 1,000 PREPAID EXPENSES AND DEFERRED CHARGES 1,850 1,920 TOTAL 1,850 2,920 FORM 990-EZ, PART II, LINE 26 ACCOUNTS PAYABLE AND ACCRUED EXPENSES 4,929 583 DEFERRED REVENUE 0 1,000 FORM 990-EZ, PART III THE FINANCIAL PLANNING ASSOCIATION OF OREGON & SW WASHINGTON CHAMPIONS THE VALUE OF THE FINANCIAL PLANNING PROCESS AND ADVANCES THE FINANCIAL PLANNING PROFESSION WITH THE CFP MARK AS ITS CORNERSTONE. OUR PRIMARY AIM IS TO BENEFIT THE PUBLIC BY HELPING TO ENSURE THAT FINANCIAL PLANNING IS DELIVERED THROUGH PROFICIENT, ETHICAL FINANCIAL PLANNERS. FORM 990-EZ, PART III, LINE 31 HELD A FALL CE PROGRAM PROVIDING NETWORKING AND EDUCATION FOR FINANCIAL PROFESSIONALS. 101 ATTENDED.