Financial Beginnings Oregon
Oregon
Registered In
01/09/2017
Incorp. Date
Company Summary
Financial Beginnings Oregon at 2705 E Burnside ST # 214, Portland, Or 97214 lists Amy Theuma and Logwone Mitz of Portland, OR as the associates.
- Registered In
- Oregon
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Nonprofit Corporation
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Kate Benedict
Registered Agent
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2705 E BURNSIDE ST # 214, PORTLAND, OR 97214
(View Past Addresses)
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Amy Theuma
President
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555 SW OAK ST, PORTLAND, OR 97204
(View Past Addresses)
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Logwone Mitz
Secretary
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10260 SW GREENBURG RD, PORTLAND, OR 97223
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2705 E BURNSIDE ST # 214, PORTLAND, OR 97214
View Map
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Financial Information for Financial Beginnings Oregon
Form 5500
FINANCIAL BEGINNINGS OREGON
2705 E Burnside ST Suite 214, Portland, Or 97214 (925) 699-1962 EIN:81-4643539 Plan Admin:Debbie Rabidue| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameFINANCIAL BEGINNINGS OREGON 401K PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$182,965 / $262,829 | 2023 | FINANCIAL BEGINNINGS OREGON 401K PLAN - Plan #001 | 6 / 6 | $182,965 / $262,829 |
| 2022 | Plan NameFINANCIAL BEGINNINGS OREGON 401K PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$171,081 / $182,965 | 2022 | FINANCIAL BEGINNINGS OREGON 401K PLAN - Plan #001 | 6 / 6 | $171,081 / $182,965 |
| 2021 | Plan NameFINANCIAL BEGINNINGS OREGON 401K PLAN Plan #001 Participants BOY/EOY3 / 6 Assets BOY/EOY$0 / $171,081 | 2021 | FINANCIAL BEGINNINGS OREGON 401K PLAN - Plan #001 | 3 / 6 | $0 / $171,081 |
Benefit & Retirement Plans based on Form 5500.
Form 990
FINANCIAL BEGINNINGS OREGON
2705 E Burnside ST STE 214, Portland, Or 97214-1768 EIN:81-4643539 Deductibility:Contributions are deductible Classification:Charitable Organization; Educational Organization Type:Financial Counseling| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
|---|---|---|---|---|---|---|---|---|
| 2022 | # of Emps15 Contributions$695,719 Revenue$732,401 Expenses$695,725 Assets EOY$613,615 Liabilities$42,420 | 2022 | 15 | $695,719 | $732,401 | $695,725 | $613,615 | $42,420 |
| 2021 | # of Emps12 Contributions$728,240 Revenue$755,580 Expenses$633,164 Assets EOY$717,600 Liabilities$147,227 | 2021 | 12 | $728,240 | $755,580 | $633,164 | $717,600 | $147,227 |
| 2020 | # of Emps6 Contributions$501,483 Revenue$551,202 Expenses$513,963 Assets EOY$540,770 Liabilities$103,928 | 2020 | 6 | $501,483 | $551,202 | $513,963 | $540,770 | $103,928 |
| 2019 | # of Emps5 Contributions$620,749 Revenue$663,998 Expenses$503,982 Assets EOY$442,311 Liabilities$43,845 | 2019 | 5 | $620,749 | $663,998 | $503,982 | $442,311 | $43,845 |
| 2018 | # of Emps4 Contributions$497,876 Revenue$558,574 Expenses$453,451 Assets EOY$257,711 Liabilities$20,364 | 2018 | 4 | $497,876 | $558,574 | $453,451 | $257,711 | $20,364 |
Form 990N
FINANCIAL BEGINNINGS OREGON
9600 SW Capitol Hwy Ste 150, Portland, OR 97219 EIN:81-4643539 Kate Benedict (Officer) 9600 SW Capitol Hwy Ste 150, Portland, OR 97219| Year | Gross Receipts 50K or Less | Terminated |
|---|---|---|
| 2016 | Yes | No |
Tax Returns based on Form 990 & 990N.
PPP Loans
FINANCIAL BEGINNINGS OREGON
2705 E Burnside St Ste 214, Portland, OR 97214-1768 Industry:All Other Miscellaneous Schools and Instruction| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 01/28/2021 | Approved$79,883 Forgiven$80,487 LenderZions Bank, A Division of Jobs5 | 01/28/2021 | $79,883 | $80,487 | Zions Bank, A Division of | 5 |
| 04/10/2020 | Approved$67,100 Forgiven$67,572 LenderZions Bank, A Division of Jobs5 | 04/10/2020 | $67,100 | $67,572 | Zions Bank, A Division of | 5 |
PPP Loans based on Paycheck Protection Program.
Address Match:2705 E Burnside St Portland, OR
Person/City Match:Logwone Mitz - Portland, OR
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Mitz Holdings LLC
Registered in Oregon
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Portland, OR | View Report |
The following government agencies have contributed data:
Oregon Secretary of State U.S. Department of Labor U.S. Small Business Administration Internal Revenue Service
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