Nonprofit · EIN 93-1284924
FINANCIAL PLANNING ASSOCIATION
Also known as FPA OF OREGON & SW WASHINGTON
Tax-exempt · TIGARD, OR 97223
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $75,686 | $96,274 | -$20,588 | $20,257 | $400 | $19,857 |
| December 31, 2024 | 990-EZ | $81,664 | $108,053 | -$26,389 | $46,545 | $6,100 | $40,445 |
| December 31, 2023 | 990-EZ | $86,135 | $110,989 | -$24,854 | $68,417 | $1,583 | $66,834 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Membership dues
- $19,643
- Program service revenue
- $55,355
- Investment income
- $553
- Other revenue
- $135
Expenses
- Grants and similar amounts paid
- $1,000
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $44,596
- Occupancy
- $300
- Printing, publications and postage
- $269
- Other expenses
- $50,109
Balance sheet and other
- Total assets, start of year
- $46,545
- Total assets, end of year
- $20,257
- Total liabilities, end of year
- $400
- Net assets, end of year
- $19,857
- Cash, savings and investments
- $15,076
- Gross receipts
- $75,686
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT MALBASA | PRESIDENT | 2 | $0 |
| GARRETT DRESEN | PRESIDENT-EL | 2 | $0 |
| JOHANNA BLACKWELL | TREASURER | 1 | $0 |
| MEREDITH MORSE | SECRETARY | 1 | $0 |
| RHIANNA LARSON | MEMBERSHIP D | 1 | $0 |
| TANA THOMSON | DEI DIRECTOR | 1 | $0 |
| ELLEN JOHNSON | PRO-BONO DIR | 1 | $0 |
| CARA MILLER | AT-LARGE DIR | 1 | $0 |
990-EZ for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT MALBASA | PRESIDENT | 2 | $0 |
| TRACI NELSON | PAST PRESIDE | 1 | $0 |
| JOHANNA BLACKWELL | TREASURER | 2 | $0 |
| JESSICA PORTER | SECRETARY | 2 | $0 |
| BRIAN ADAMS | AT-LARGE DIR | 1 | $0 |
| MARC KADOMATSU | AT-LARGE DIR | 1 | $0 |
| MATT ZUNIGA | PRO-BONO DIR | 1 | $0 |
| TANA THOMSON | DEI DIRECTOR | 1 | $0 |
| CARA MILLER | MEMBERSHIP D | 1 | $0 |
| REILLY BLOOD | PROGRAMS DIR | 2 | $0 |
| GARRETT DRESEN | SPONSORSHIP | 2 | $0 |
990-EZ for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRACI NELSON | PRESIDENT | 2 | $0 |
| RYAN PRICE | PAST PRESIDE | 1 | $0 |
| JOHANNA BLACKWELL | TREASURER | 2 | $0 |
| JESSICA PORTER | SECRETARY | 2 | $0 |
| BRIAN ADAMS | AT-LARGE DIR | 1 | $0 |
| MARC KADOMATSU | AT-LARGE DIR | 1 | $0 |
| MATT ZUNIGA | PRO-BONO DIR | 1 | $0 |
| TANA THOMSON | DEI DIRECTOR | 1 | $0 |
| CARA MILLER | MEMBERSHIP D | 1 | $0 |
| SCOTT MALBASA | PROGRAMS DIR | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 9600 SW OAK ST STE 565, TIGARD, OR 97223-6588
- In care of
- % STACEY BARRETT
- Signed the 990-EZ
- GARRETT DRESEN, PRESIDENT 2026
- Phone
- (503) 286-8350
- Website
- WWW.FPA-OR.ORG
- Return prepared by
- STETSON KOENES AND FOSTER & ASSOCIATES
Mission
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.
Program accomplishments
- 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.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 93-1284924
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Group exemption
- 3687: FINANCIAL PLANNING ASSOCIATION
- Assets (IRS master file)
- $20,257
- Income (IRS master file)
- $75,686
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $75,686 | $96,274 | $20,257 | IRS |
| 990-EZ | December 2024 | $81,664 | $108,053 | $46,545 | XML |
| 990-EZ | December 2023 | $86,135 | $110,989 | $68,417 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-EZ | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 93-1284924).
Questions about FINANCIAL PLANNING ASSOCIATION
- What is the EIN of FINANCIAL PLANNING ASSOCIATION?
- The employer identification number (EIN) of FINANCIAL PLANNING ASSOCIATION is 93-1284924.
- Is FINANCIAL PLANNING ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2000.
- Are donations to FINANCIAL PLANNING ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does FINANCIAL PLANNING ASSOCIATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FINANCIAL PLANNING ASSOCIATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FINANCIAL PLANNING ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who are the officers and directors of FINANCIAL PLANNING ASSOCIATION?
- The 990-EZ for the year ended December 31, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does FINANCIAL PLANNING ASSOCIATION have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $75,686, expenses of $96,274 and total assets of $20,257 at year end.
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