2025-03-19T18:45:40-04:00 2024-12-31 461881127 FOSTER & ASSOCIATES CPA LLC 9011 SW BEAVERTON HILLSDALE HWY STE PORTLAND OR 972252452 990EZ 2024-01-01 931284924 FPA OF OREGON AND SW WASHINGTON FPAO 5032868350 9600 SW OAK STREET STE 565 TIGARD OR 97223 SCOTT MALBASA PRESIDENT 5062603008 2025-03-17 true true ASIF I MUZAFFARR P00638064 5032972610 2025-03-17 2024 2025-03-06 01:10:19Z 3687 X X WWW.FPA-OR.ORG X X 81664 X 60190 19419 1910 145 81664 2000 43575 300 229 61949 108053 -26389 66834 40445 X 65497 41432 2920 5113 68417 46545 1583 6100 66834 40445 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 SPRING FINANCIAL FORUM PROVIDING CE FOR EDUCATION AND NETWORKING. HELD A MAY CE PROGRAM PROVIDING EDUCATION & NETWORKING WITH OTHER FINANCIAL PROFESSIONALS. HELD A SUMMER CE EVENT PROVIDING EDUCATION & NETWORKING WITH OTHER FINANCIAL PROFESSIONALS. HELD A FALL CE SUMMIT PROVIDING NETWORKING AND EDUCATION FOR FINANCIAL PROFESSIONALS. SCOTT MALBASA PRESIDENT 2.00 0 TRACI NELSON 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 REILLY BLOOD PROGRAMS DIR 2.00 0 GARRETT DRESEN SPONSORSHIP 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 8 SCHOLARSHIP INCOME 145 TOTAL 145 FORM 990-EZ, PART I, LINE 16 EXPENSES OFFICE SUPPLY EXPENSE 178 TELEPHONE, TELECOMMUNICATIONS 1,113 WEBSITE / EMAIL EXPENSE 5,995 TRAVEL 684 SPRING FINANCIAL FORUM 28,689 MAY Q2 CE EXPENSE 5,498 SUMMER CE EXPENSE 4,275 FALL CE SUMMIT EXPENSE 12,244 MEMBERSHIP EXPENSE 538 BOARD OF DIRECTORS EXPENS 788 TAXES / FEES 15 BANK CHARGES / MERCHANT F 1,591 MISC EXPENSE 341 TOTAL 61,949 FORM 990-EZ, PART II, LINE 24 ACCOUNTS RECEIVABLE 1,000 55 PREPAID EXPENSES AND DEFERRED CHARGES 1,920 5,058 TOTAL 2,920 5,113 FORM 990-EZ, PART II, LINE 26 ACCOUNTS PAYABLE AND ACCRUED EXPENSES 583 0 DEFERRED REVENUE 1,000 6,100 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 SUMMIT PROVIDING NETWORKING AND EDUCATION FOR FINANCIAL PROFESSIONALS.