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Financial Planning Association

Fpa Of Oregon & Sw Washington
  • Tigard, OR
  • Tax-exempt since Sept. 2000
  • EIN: 93-1284924

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$81.7k (2024)

Expenses
$108k (2024)

Total Assets
$46.5k (2024)

Total Liabilities
$6.1k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$81,664
Expenses
$108,053
Net Income
-$26,389
Net Assets
$40,445
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $60,190
73.7%
Investment Income $1,910
2.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $145
0.2%
Assets/Debt
Total Assets $46,545
Total Liabilities $6,100
Net Assets $40,445
Compensation
Key Employees and Officers Compensation Other
Scott Malbasa (President) $0 $0
Traci Nelson (Past Preside) $0 $0
Johanna Blackwell (Treasurer) $0 $0
Jessica Porter (Secretary) $0 $0
Brian Adams (At Large Dir) $0 $0
Marc Kadomatsu (At Large Dir) $0 $0
Matt Zuniga (Pro Bono Dir) $0 $0
Tana Thomson (Dei Director) $0 $0
Cara Miller (Membership D) $0 $0
Reilly Blood (Programs Dir) $0 $0
Garrett Dresen (Sponsorship) $0 $0
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Document Links

990-EZ
Filed on March 19, 2025

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$86,135
Expenses
$110,989
Net Income
-$24,854
Net Assets
$66,834
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $66,330
77.0%
Investment Income $863
1.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $68,417
Total Liabilities $1,583
Net Assets $66,834
Compensation
Key Employees and Officers Compensation Other
Traci Nelson (President) $0 $0
Ryan Price (Past Preside) $0 $0
Johanna Blackwell (Treasurer) $0 $0
Jessica Porter (Secretary) $0 $0
Brian Adams (At Large Dir) $0 $0
Marc Kadomatsu (At Large Dir) $0 $0
Matt Zuniga (Pro Bono Dir) $0 $0
Tana Thomson (Dei Director) $0 $0
Cara Miller (Membership D) $0 $0
Scott Malbasa (Programs Dir) $0 $0
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990-EZ
Filed on March 6, 2024

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$86,666
Expenses
$92,305
Net Income
-$5,639
Net Assets
$91,688
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $66,930
77.2%
Investment Income $354
0.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $96,617
Total Liabilities $4,929
Net Assets $91,688
Compensation
Key Employees and Officers Compensation Other
Traci Nelson (President) $0 $0
Ryan Price (Past Preside) $0 $0
Scott Malbasa (President El) $0 $0
Johanna Blackwell (Treasurer) $0 $0
Jessica Porter (Secretary) $0 $0
Brian Adams (At Large Dir) $0 $0
Marc Kadomatsu (At Large Dir) $0 $0
Matt Zuniga (Pro Bono Dir) $0 $0
Tana Thomson (Dei Director) $0 $0
Cara Miller (Membership D) $0 $0
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990-EZ
Filed on May 11, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$61,654
Expenses
$65,266
Net Income
-$3,612
Net Assets
$97,327
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $40,540
65.8%
Investment Income $20
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $99,077
Total Liabilities $1,750
Net Assets $97,327
Compensation
Key Employees and Officers Compensation Other
Cyndi Thompson Cfp (President) $0 $0
Ryan Price Chfc Clu (President El) $0 $0
Lisa Lettenmaier (Treasurer) $0 $0
Johanna Blackwell Fpqp (Secretary) $0 $0
Robert Greenman Cfp (Past Preside) $0 $0
Patrick Yazhari Cfp (Programs Dir) $0 $0
Traci Nelson Cfp (Membership D) $0 $0
Julia Tierney Cfp (Pro Bono Dir) $0 $0
Stephanie Thompson Buttice Cfp (Sponsorship) $0 $0
Debra Pellati Cfp (At Large Dir) $0 $0
Jessica Porter Ricp Aif (At Large Dir) $0 $0
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990-EZ
Filed on July 29, 2022

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$84,193
Expenses
$73,020
Net Income
$11,173
Net Assets
$100,939
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $63,275
75.2%
Investment Income $14
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $100,939
Total Liabilities $0
Net Assets $100,939
Compensation
Key Employees and Officers Compensation Other
Cyndi Thompson Cfp (President) $0 $0
Ryan Price Chfc Clu (President El) $0 $0
Lisa Lettenmaier (Treasurer) $0 $0
Johanna Blackwell Fpqp (Secretary) $0 $0
Robert Greenman Cfp (Past Preside) $0 $0
Patrick Yazhari Cfp (Programs Dir) $0 $0
Traci Nelson Cfp (Membership D) $0 $0
Julia Tierney Cfp (Pro Bono Dir) $0 $0
Stephanie Thompson Buttice Cfp (Sponsorship) $0 $0
Debra Pellati Cfp (At Large Dir) $0 $0
Jessica Porter Ricp Aif (At Large Dir) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 7, 2021

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$110,458
Expenses
$105,701
Net Income
$4,757
Net Assets
$89,766
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $87,026
78.8%
Investment Income $53
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $625
0.6%
Assets/Debt
Total Assets $111,671
Total Liabilities $21,905
Net Assets $89,766
Compensation
Key Employees and Officers Compensation Other
Rob Greenman Cfp (President) $0 $0
Cyndi Thompson Ms Cfp (President El) $0 $0
Lisa Lettenmaier (Treasurer) $0 $0
Johanna Blackwell Fpqp (Secretary) $0 $0
Marc Kadomatsu Cfp (Past Preside) $0 $0
Ryan Price Cfp (Monthly Prog) $0 $0
Patrick Yazhari Cfp (Membership D) $0 $0
Jessica Richey Cfp (Pro Bono Dir) $0 $0
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990-EZ
Filed on Oct. 8, 2020

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$100,521
Expenses
$103,130
Net Income
-$2,609
Net Assets
$85,009
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,500
3.5%
Program Services $75,073
74.7%
Investment Income $36
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $85,009
Total Liabilities $0
Net Assets $85,009
Compensation
Key Employees and Officers Compensation Other
Ryan Price (Director) $0 $0
Cynthia Thompson (President Elect) $0 $0
Becky Salsburg (Treasurer) $0 $0
Marc Kadomatsu (Board Chair) $0 $0
Sam Barnett (Director) $0 $0
Johanna Blackwell (Secretary) $0 $0
Rob Greenman (President) $0 $0
Jessica Richey (Director) $0 $0
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990-EZ
Filed on June 25, 2019

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$99,698
Expenses
$88,152
Net Income
$11,546
Net Assets
$87,618
Notable Sources of Revenue Percent of Total Revenue
Contributions $17,000
17.1%
Program Services $60,846
61.0%
Investment Income $30
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $87,618
Total Liabilities $0
Net Assets $87,618
Compensation
Key Employees and Officers Compensation Other
Cynthia Thompson (Director) $0 $0
Becky Salsburg (Treasurer) $0 $0
Marc Kadomatsu (President) $0 $0
Johanna Blackwell (Secretary) $0 $0
Rob Greenman (President Elect) $0 $0
Jason Ball (Board Chair) $0 $0
Rich Dougall (Director) $0 $0
Jacob Keltner (Director) $0 $0
Adam Gulledge (Director) $0 $0
Corey Beal (Director) $0 $0
Jacob Wagner (Director) $0 $0
Amy Graham (Director) $0 $0
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Document Links

990-EZ
Filed on Dec. 28, 2018

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$95,047
Expenses
$99,482
Net Income
-$4,435
Net Assets
$76,072
Notable Sources of Revenue Percent of Total Revenue
Contributions $13,500
14.2%
Program Services $58,722
61.8%
Investment Income $34
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $76,072
Total Liabilities $0
Net Assets $76,072
Compensation
Key Employees and Officers Compensation Other
Cynthia Thompson (Director) $0 $0
Becky Salsburg (Treasurer) $0 $0
Marc Kadomatsu (President) $0 $0
Johanna Blackwell (Secretary) $0 $0
Rob Greenman (President Elect) $0 $0
Jason Ball (Board Chair) $0 $0
Rich Dougall (Director) $0 $0
Jacob Keltner (Director) $0 $0
Adam Gulledge (Director) $0 $0
Corey Beal (Director) $0 $0
Jacob Wagner (Director) $0 $0
Amy Graham (Director) $0 $0
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990-EZ
Filed on Sept. 25, 2017

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$117,869
Expenses
$114,290
Net Income
$3,579
Net Assets
$80,507
Notable Sources of Revenue Percent of Total Revenue
Contributions $29,200
24.8%
Program Services $66,565
56.5%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $100
0.1%
Assets/Debt
Total Assets $80,507
Total Liabilities $0
Net Assets $80,507
Compensation
Key Employees and Officers Compensation Other
Jessica Howe (Board Chair) $0 $0
Cynthia Thompson (Director) $0 $0
Becky Salsburg (Treasurer) $0 $0
Marc Kadomatsu (President Elect) $0 $0
Joseph Witt (Director) $0 $0
Johanna Blackwell (Secretary) $0 $0
Rob Greenman (Director) $0 $0
Jason Ball (President) $0 $0
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990-EZ
Filed on Nov. 2, 2016

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$102,344
Expenses
$115,562
Net Income
-$13,218
Net Assets
$76,928
Notable Sources of Revenue Percent of Total Revenue
Contributions $23,900
23.4%
Program Services $54,415
53.2%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $76,928
Total Liabilities $0
Net Assets $76,928
Compensation
Key Employees and Officers Compensation Other
Jessica Howe (President Elect) $0 $0
Cynthia Thompson (Director) $0 $0
Becky Salsburg (Secretary) $0 $0
Rich Dougall (Director) $0 $0
Joseph Witt (Director) $0 $0
Rick Dimick (Director) $0 $0
Patrick Huey (Director) $0 $0
Jacob Becker (Director) $0 $0
Theodore Haley (President) $0 $0
Thomas Russell (Treasurer) $0 $0
Kris Tent (Director) $0 $0
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990-EZ
Filed on June 15, 2015

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$133,304
Expenses
$133,796
Net Income
-$492
Net Assets
$90,146
Notable Sources of Revenue Percent of Total Revenue
Contributions $36,125
27.1%
Program Services $74,218
55.7%
Investment Income $427
0.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $250
0.2%
Assets/Debt
Total Assets $90,146
Total Liabilities $0
Net Assets $90,146
Compensation
Key Employees and Officers Compensation Other
Jessica Howe (President Elect) $0 $0
Cynthia Thompson (Director) $0 $0
Becky Salsburg (Secretary) $0 $0
Rich Dougall (Director) $0 $0
Joseph Witt (Director) $0 $0
Rick Dimick (Director) $0 $0
Patrick Huey (Director) $0 $0
Jacob Becker (Director) $0 $0
Theodore Haley (President) $0 $0
Thomas Russell (Treasurer) $0 $0
Kris Tent (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 14, 2014

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$129,198
Expenses
$128,595
Net Income
$603
Net Assets
$90,638
Notable Sources of Revenue Percent of Total Revenue
Contributions $34,710
26.9%
Program Services $70,405
54.5%
Investment Income $312
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $50
0.0%
Assets/Debt
Total Assets $90,638
Total Liabilities $0
Net Assets $90,638

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$124,844
Expenses
$135,980
Net Income
-$11,136
Net Assets
$90,035
Notable Sources of Revenue Percent of Total Revenue
Contributions $38,345
30.7%
Program Services $60,350
48.3%
Investment Income $1,990
1.6%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $125
0.1%
Assets/Debt
Total Assets $90,035
Total Liabilities $0
Net Assets $90,035

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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