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Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
DBA: FPA of Oregon & SW Washington
Legal name: Financial Planning Association
Other name: FPA of Oregon and SW Washington
EIN 93-1284924 · Snapshot of IRS recognition, filing currency, financial health, and governance.
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.
Principal Officer
SCOTT Malbasa
Total Revenue
$82K
FY2024
Total Expenses
$108K
FY2024
Net Assets
$40K
Program Ratio
57.3%
expenses on programs
Employees
—
Volunteers
—
Board Members
—
Voting
—
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.