Liabilities / Assets
77th percentile
Higher debt load relative to assets than 77% of similar nonprofits.
Fpa of Oregon and Sw Washington
EIN 93-1284924 • 501(c)6 • Portland, OR
Profile
Provide continuing and professional education and professional development to financial planning professionals.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.13x
Liabilities / Revenue
75th percentile
Higher debt load relative to revenue than 75% of similar nonprofits.
Net Margin
16th percentile
Higher net margin than 16% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
20th percentile
Faster asset growth than 20% of similar nonprofits.
Revenue Growth
42nd percentile
Faster revenue growth than 42% of similar nonprofits.
Balance Sheet
Assets
Down$68,417
Down $28,200 (-29%) from 2022
Liabilities
Down$1,583
Down $3,346 (-68%) from 2022
Net Assets
-
No earlier filing loaded for comparison.
Revenue
Down$86,135
Down $531 (-0.6%) from 2022
Expenses
Up$110,989
Up $18,684 (+20%) from 2022
Net Income
Down-$24,854
Down $19,215 (-341%) from 2022
Trend Graphs
Filings
Most recent year
2023 • Form 990EZSummary only. Only limited summary data is available for this year.
- Assets
- $68,417
- Liabilities
- $1,583
- Net assets
- -
- Revenue
- $86,135
- Expenses
- $110,989
- Net income
- -$24,854
Latest Detailed Filing
The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2019 below.
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2019 to Dec 31, 2019
- Signed
- Sep 18, 2020
- Return Version
- 2019v5.0
- Gross Receipts
- $110,458
Mission and Program Overview
Mission
Provide continuing and professional education and professional development to financial planning professionals.
Provide continuing and professional education and professional development to financial planning professionals
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PROVIDE CONTINUING EDUCATION AND PROFESSIONAL DEVELOPMENT TO FINANCIAL PLANNING PROFESSIONALS | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| ROB GREENMAN CFP | President | - | $0 | - | - |
| CYNDI THOMPSON MS CFP | President El | - | $0 | - | - |
| LISA LETTENMAIER | Treasurer | - | $0 | - | - |
| JOHANNA BLACKWELL FPQP | Secretary | - | $0 | - | - |
| MARC KADOMATSU CFP | Past Preside | - | $0 | - | - |
| RYAN PRICE CFP | Monthly Prog | - | $0 | - | - |
| PATRICK YAZHARI CFP | Membership D | - | $0 | - | - |
| JESSICA RICHEY CFP | Pro-Bono Director | - | $0 | - | - |
Political and Lobbying Activity
- In-house lobbying only
- Yes
Filing and Contact Details
Filer
- Filer Name
- Fpa of Oregon and Sw Washington
- EIN
- 93-1284924
- Phone
- 5032868350
- Address
- 147 SE 102ND AVE, PORTLAND, OR 97216
Signing Officer
- Name
- Lisa Lettenmaier
- Title
- Treasurer
- Phone
- 5062603008
- Signed
- 2020-09-18
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Foster & Associates CPA LLC
- Address
- 9011 SW BEAVERTON HILLSDALE HWY STE, PORTLAND, OR 97225-2452
- Preparer
- Asif I Muzaffarr
- Phone
- 5032972610
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 8
“Other revenue 625 total 625”
Form 990-ez, Part I, Line 16
“Expenses office expense 141 information technology 3,675 conferences/meetings 50,192 insurance 522 travel expense 688 software expense 660 bank charges/fees 3,849 storage rent/fees 377 telephone expense 914 taxes/fees 1,150 board of directors 2,054 membership expense 223 sponsorship expenses 165 section 481a adjustment 1,740 total 66,350”
Form 990-ez, Part II, Line 24
“Accounts receivable 0 2,525 prepaid expenses and deferred charges 0 3,387 total 0 5,912”
Form 990-ez, Part II, Line 26
“Deferred revenue 0 21,905”
Form 990-ez, Part III
“Provide continuing and professional education and professional development to financial planning professionals”
Raw XML Appendix135 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | UPDATE MANAGEMENT |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5032539385 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 147 SE 102ND AVE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | PORTLAND |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OR |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 97216 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 85009 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 105759 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 4757 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 38857 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 85009 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 111671 |
| IRS990EZ/GrossReceiptsAmt | 0 | 110458 |
| IRS990EZ/GroupExemptionNum | 0 | 3687 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 53 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 22754 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 85009 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 89766 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 85009 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 89766 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | ROB GREENMAN CFP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | CYNDI THOMPSON MS CFP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | LISA LETTENMAIER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | JOHANNA BLACKWELL FPQP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | MARC KADOMATSU CFP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | RYAN PRICE CFP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | PATRICK YAZHARI CFP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | JESSICA RICHEY CFP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT EL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | PAST PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | MONTHLY PROG |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | MEMBERSHIP D |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | PRO-BONO DIR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 5912 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 66350 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 625 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | PROVIDE CONTINUING AND PROFESSIONAL EDUCATION AND PROFESSIONAL DEVELOPMENT TO FINANCIAL PLANNING PROFESSIONALS |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 494 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 87026 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDE CONTINUING EDUCATION AND PROFESSIONAL DEVELOPMENT TO FINANCIAL PLANNING PROFESSIONALS |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | true |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 21905 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 105701 |
| IRS990EZ/TotalRevenueAmt | 0 | 110458 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.FPA-OR.ORG |
| IRS990ScheduleC/AgreeCarryoverPriorYearInd | 0 | false |
| IRS990ScheduleC/Form1120POLFiledInd | 0 | false |
| IRS990ScheduleC/OnlyInHouseLobbyingInd | 0 | true |
| IRS990ScheduleC/SubstantiallyAllDuesNondedInd | 0 | false |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | OTHER REVENUE 625 TOTAL 625 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES OFFICE EXPENSE 141 INFORMATION TECHNOLOGY 3,675 CONFERENCES/MEETINGS 50,192 INSURANCE 522 TRAVEL EXPENSE 688 SOFTWARE EXPENSE 660 BANK CHARGES/FEES 3,849 STORAGE RENT/FEES 377 TELEPHONE EXPENSE 914 TAXES/FEES 1,150 BOARD OF DIRECTORS 2,054 MEMBERSHIP EXPENSE 223 SPONSORSHIP EXPENSES 165 SECTION 481A ADJUSTMENT 1,740 TOTAL 66,350 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACCOUNTS RECEIVABLE 0 2,525 PREPAID EXPENSES AND DEFERRED CHARGES 0 3,387 TOTAL 0 5,912 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DEFERRED REVENUE 0 21,905 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | PROVIDE CONTINUING AND PROFESSIONAL EDUCATION AND PROFESSIONAL DEVELOPMENT TO FINANCIAL PLANNING PROFESSIONALS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2021-01-29 14:40:06Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | LISA LETTENMAIER |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5062603008 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2020-09-18 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | FPA OF OREGON AND SW WASHINGTON |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FPAO |
| ReturnHeader/Filer/EIN | 0 | 931284924 |
| ReturnHeader/Filer/PhoneNum | 0 | 5032868350 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 147 SE 102ND AVE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | PORTLAND |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OR |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 97216 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 8DFBD4674FF2DED72E91B045A8B18A698D029610 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 8DFBD4674FF2DED72E91B045A8B18A698D029610 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 52.37.240.203 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2020-10-07 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 19:43:00 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 461881127 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | FOSTER & ASSOCIATES CPA LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 9011 SW BEAVERTON HILLSDALE HWY STE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | PORTLAND |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | OR |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 972252452 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5032972610 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2020-09-18 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ASIF I MUZAFFARR |
| ReturnHeader/ReturnTs | 0 | 2020-10-07T19:43:00-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2019-12-31 |
| ReturnHeader/TaxYr | 0 | 2019 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.