Financial Beginnings

California
Registered In
01/21/2020
Incorp. Date
Foreign
Registration Type
Oregon
Foreign Jurisdiction

Company Summary

Financial Beginnings at 835 S Grandridge Ave, Monterey Park, Ca 91754 lists Ronecca Norvell and Michael Fisher of Portland, OR as the associates.

Registered In
California
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Oregon
Company Type
Nonprofit Corporation - Out of State
Status
Active
Find Social Profiles
Search Other Resources
SEC | EDGAR Trellis.Law Recent News
James Chen Individual Agent
835 S GRANDRIDGE AVE, MONTEREY PARK, CA 91754
Ronecca Norvell CEO
6443 SW BEAVERTON HILLSDALE HWY STE 430, PORTLAND, OR 97221
Ronecca Norvell Chief Financial Officer
6443 SW BEAVERTON HILLSDALE HWY STE 430, PORTLAND, OR 97221
Michael Fisher Secretary
6443 SW BEAVERTON HILLSDALE HWY STE 430, PORTLAND, OR 97221
Login to view more!
You must login to view additional information. Don't have an account? Sign Up, it's free!
835 S GRANDRIDGE AVE, MONTEREY PARK, CA 91754 View Map
6443 SW BEAVERTON HILLSDALE HWY STE 430, PORTLAND, OR 97221 View Map
Login to view more!
You must login to view additional information. Don't have an account? Sign Up, it's free!

Financial Information for Financial Beginnings

Form 5500

FINANCIAL BEGINNINGS

6443 SW Beaverton Hillsdale Hwy STE 430, Portland, Or 97221 (503) 348-7858 EIN:20-3530960 Plan Admin:Debbie Rabidue
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameFINANCIAL BEGINNINGS 401K PLAN Plan #001 Participants BOY/EOY11 / 13 Assets BOY/EOY$495,067 / $447,085 2023 FINANCIAL BEGINNINGS 401K PLAN - Plan #001 11 / 13 $495,067 / $447,085
2022 Plan NameFINANCIAL BEGINNINGS 401K PLAN Plan #001 Participants BOY/EOY16 / 11 Assets BOY/EOY$590,320 / $495,067 2022 FINANCIAL BEGINNINGS 401K PLAN - Plan #001 16 / 11 $590,320 / $495,067
2021 Plan NameFINANCIAL BEGINNINGS 401K PLAN Plan #001 Participants BOY/EOY19 / 16 Assets BOY/EOY$502,426 / $590,320 2021 FINANCIAL BEGINNINGS 401K PLAN - Plan #001 19 / 16 $502,426 / $590,320
2020 Plan NameFINANCIAL BEGINNINGS 401K PLAN Plan #001 Participants BOY/EOY16 / 19 Assets BOY/EOY$364,788 / $502,426 2020 FINANCIAL BEGINNINGS 401K PLAN - Plan #001 16 / 19 $364,788 / $502,426
2019 Plan NameFINANCIAL BEGINNINGS 401K PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$207,250 / $364,788 2019 FINANCIAL BEGINNINGS 401K PLAN - Plan #001 14 / 14 $207,250 / $364,788
Benefit & Retirement Plans based on Form 5500.
Form 990

FINANCIAL BEGINNINGS

6443 SW Beaverton Hillsdale Hwy St, Portland, Or 97221-1164 EIN:20-3530960 Deductibility:Contributions are deductible Classification:Charitable Organization; Educational Organization Type:Financial Counseling
Year # of Emps Contributions Revenue Expenses Assets EOY Liabilities
2022 # of Emps10 Contributions$530,416 Revenue$739,533 Expenses$958,158 Assets EOY$67,187 Liabilities$70,757 2022 10 $530,416 $739,533 $958,158 $67,187 $70,757
2021 # of Emps11 Contributions$544,504 Revenue$690,120 Expenses$920,925 Assets EOY$300,011 Liabilities$84,956 2021 11 $544,504 $690,120 $920,925 $300,011 $84,956
2020 # of Emps6 Contributions$850,776 Revenue$1,080,917 Expenses$767,840 Assets EOY$589,851 Liabilities$143,991 2020 6 $850,776 $1,080,917 $767,840 $589,851 $143,991
2019 # of Emps5 Contributions$285,170 Revenue$506,570 Expenses$582,659 Assets EOY$174,014 Liabilities$41,231 2019 5 $285,170 $506,570 $582,659 $174,014 $41,231
2018 # of Emps12 Contributions$320,823 Revenue$521,697 Expenses$559,375 Assets EOY$239,526 Liabilities$30,654 2018 12 $320,823 $521,697 $559,375 $239,526 $30,654
Tax Returns based on Form 990 & 990N.
PPP Loans

FINANCIAL BEGINNINGS

6443 SW Beaverton Hillsdale Hwy Ste 430, Portland, OR 97221-1164 Industry:Other Social Advocacy Organizations
Loan Date Approved Forgiven Lender Jobs
01/28/2021 Approved$118,087 Forgiven$118,514 LenderZions Bank, A Division of Jobs8 01/28/2021 $118,087 $118,514 Zions Bank, A Division of 8
04/10/2020 Approved$83,600 Forgiven$84,136 LenderZions Bank, A Division of Jobs7 04/10/2020 $83,600 $84,136 Zions Bank, A Division of 7
PPP Loans based on Paycheck Protection Program.
Address Match:6443 Sw Beaverton Hillsdale Hwy Ste 430 Portland, OR
Financial Beginnings Registered in Washington
Portland, OR Spokane, WA View Report
Financial Beginnings Registered in Oregon
Portland, OR Seattle, WA View Report
Related Business Names:
New Beginnings Financial LLC Registered in New Jersey
View Report
Bright Beginnings Financial Services Registered in California
Los Angeles, CA View Report
Financial Beginnings Oregon Registered in Oregon
Portland, OR View Report
Financial Beginnings Washington Registered in Washington
Seattle, WA Tukwila, WA View Report
New Beginnings Financial Services Registered in Pennsylvania
Mount Laurel, NJ View Report
New Beginnings Financial, LLC Registered in Pennsylvania
Elkins Park, PA View Report
New Beginnings Financial Group Registered in Ohio
Cincinnati, OH View Report
New Beginnings Financial LLC Registered in Colorado
Erie, CO View Report
New Beginnings Financial , LLC Registered in Utah
Jordan, UT View Report
Financial Beginnings Inc. Registered in California
Dover, DE Victorville, CA View Report
Financial Beginnings, Inc. Registered in Florida
Fort Lauderdale, FL View Report
New Beginnings Financial LLC Registered in Florida
Palm Bay, FL View Report
New Beginnings Financial, Inc. Registered in Oregon
Albany, OR View Report
Financial Beginnings, LLC Registered in Nevada
Mesquite, NV View Report
New Beginnings Financial LLC Registered in California
Sacramento, CA View Report
New Beginnings Financial Inc. Registered in California
Brea, CA View Report
New Beginnings Financial Services Registered in Colorado
Northglenn, CO View Report
Address Match:6443 Sw Beaverton Hillsdale Hwy Portland, OR
Portland, OR View Report
Children's Program, P.C. Registered in Oregon
Portland, OR View Report
Deanna Wilson, LLC Registered in Oregon
Portland, OR View Report
Passport to Languages, Inc. Registered in Oregon
Portland, OR Woodinville, WA View Report
Walker/Diloreto/Younie, Inc., P.C. Registered in Washington
Olympia, WA Portland, OR View Report
Walker/Diloreto/Younie, Inc., P.C. Registered in Oregon
Portland, OR View Report
Windermere Relocation LLC Registered in Oregon
Portland, OR Seattle, WA View Report
Bargainhouse LLC Registered in Washington
Bellevue, WA Portland, OR View Report
Coordinated Resources Group, LLC Registered in Oregon
Portland, OR View Report
Crg Holding Company, Inc. Registered in Oregon
Portland, OR View Report
Flashtotalk LLC Registered in Oregon
Portland, OR View Report
Fleming Softlink Systems, Inc. Registered in Oregon
Portland, OR West Linn, OR View Report
Giving Globally Registered in Oregon
Portland, OR View Report
Integrity Lending LLC Registered in Oregon
Portland, OR View Report
Nudelman & Associates, LLC Registered in Oregon
Portland, OR View Report
Nudelman Organization, Inc. Registered in Oregon
Portland, OR View Report
Nwa Leasing, Inc. Registered in Oregon
Portland, OR View Report
Travel Resource Center, Inc. Registered in Oregon
Portland, OR View Report
Person/City Match:James Chen - Monterey Park, CA
Epic Dental Lab Registered in California
Alhambra, CA Monterey Park, CA View Report
Finemost Corporation Registered in California
Cerritos, CA View Report
Hcvp, LLC. Registered in Florida
Monterey Park, CA Orlando, FL View Report
Forever Smile Dental Lab Registered in California
Burbank, CA Monterey Park, CA View Report
Win Far, Inc. Registered in California
Monterey Park, CA View Report
American Tool Distributors Registered in California
Monterey Park, CA View Report
Clevis Health, Inc. Registered in California
Indsustry, CA Industry, CA View Report
Cyber Team Network Solution, Inc. Registered in California
Los Angeles, CA View Report
Moose and Toto LLC Registered in California
Fremont, CA View Report
Superior Auto Parts Corporation Registered in California
Irwindale, CA Monterey Park, CA View Report
Toytech Corporation Registered in California
Irvine, CA Monterey Park, CA View Report
Ts Tea Cafe, Inc. Registered in California
Manhasset, NY Monterey Park, CA View Report
Person/City Match:Michael Fisher - Portland, OR
Buchalter, a Professional Corporation Registered in California
Los Angeles, CA View Report
Lincoln City, OR Siletz, OR View Report
Portland, OR View Report
Fisher Family Beach Cabin LLC Registered in Oregon
Newberg, OR Portland, OR View Report
High Purity Products Inc. Registered in Oregon
Portland, OR Seattle, WA View Report
Tailored Auto Styling LLC Registered in Oregon
Portland, OR View Report
Aqueous Solutions, Inc. Registered in Oregon
Troutdale, OR View Report
Development Consulting Resources Registered in Oregon
Portland, OR View Report
Kelmarah Enterprises, Inc. Registered in Oregon
Portland, OR View Report
Michael Fisher Racing, Inc. Registered in Oregon
Portland, OR View Report
Portland, OR View Report
Oregon Pharmacy Foundation Registered in Oregon
Portland, OR Troutdale, OR View Report
Oregon Purchasor, Inc. Registered in Oregon
Portland, OR View Report
Beaverton, OR Portland, OR View Report
Shiny Silver Investments, Inc. Registered in Oregon
Gresham, OR Portland, OR View Report
Update Services, Inc. Registered in Oregon
Portland, OR View Report
Water Wise Landscape Registered in Oregon
Portland, OR View Report

The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor U.S. Small Business Administration Internal Revenue Service
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States