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Organizations Financial Planning Association DFW Inc.

Financial Planning Association DFW Inc.

Fiscal year ending 2024. Filed on April 2, 2025.

PO Box 261750
Plano, Texas 75026

Financial Planning Association DFW Inc. (EIN: 75-2180552) has filed an IRS Form 990 since at least fiscal year 2016. In its fiscal year 2024 IRS Form 990 filing, Financial Planning Association DFW Inc., a 501(c)(6) business league, reported compensation for 8 employees. Among the employees shown here, the average compensation is $106,800. The highest compensated employee at Financial Planning Association DFW Inc. is Melissa Hall with fiscal year 2024 compensation of $106,800.

Revenue, expenses, and employee compensation

Revenue

$378,733

Expenses

$339,591

Employee compensation

$106,800
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Melissa Hall
Executive Director
$106,800
$106,800 No related compNo other comp
Devin Delapp
Special Events
$0
Madison Wallace
Nexgen
$0
Wes Shannon
PRO BONO
$0
Tyler Young
Public Relations
$0
Chad Smith
Advocacy
$0
Melissa Brennan
Secretary
$0
Caleb Brian
Education
$0

Benchmark Employee Compensation

Non-Employee Board Members

Adrienne Anthony
Treasurer
Dallas McKee
President
Greg Lanier
Career Devel
Jason Loveless
Allied Profe
Joel Berg
CORP Partne
Lacey Garcia
President-Elect
Stefan Simpson
Technology

Mission Statement

TO PROVIDE CONTINUING EDUCATION FOR ITS MEMBERS THROUGH THE ORGANIZATION OF REGULARLY SCHEDULED EDUCATION MEETINGS AND SYMPOSIUMS. AVERAGE NUMBER OF MEMBERS FOR 2021 WAS 782.

Revisions to this organization profile

April 2, 2025:
2024 Financial Planning Association DFW Inc. 990 filed
May 9, 2024:
2023 Financial Planning Association DFW Inc. 990 filed
June 26, 2023:
2022 Financial Planning Association DFW Inc. 990 filed

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