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Organizations Financial Planning Association DFW Inc.

Financial Planning Association DFW Inc.

Fiscal year ending 2020. Filed on November 11, 2021.

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 2020 IRS Form 990 filing, Financial Planning Association DFW Inc., a 501(c)(6) business league, reported compensation for 6 employees. Among the employees shown here, the average compensation is $61,320. The highest compensated employee at Financial Planning Association DFW Inc. is Melissa Hall with fiscal year 2020 compensation of $61,320.

Revenue, expenses, and employee compensation

Revenue

$318,141

Expenses

$241,644

Employee compensation

$61,320
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Melissa Hall
Executive Director
$61,320
$61,320 No related compNo other comp
Tyler Russel
President
$0
Ken Painter
Treasurer
$0
Ginnie Baker
President-Elect
$0
Taylor Steele
Chair
$0
Sergio Garcia
Secretary
$0

Benchmark Employee Compensation

Non-Employee Board Members

Vicky Stone
Exec Assistant/Finance Mgr
$7,800
$7,800 No related compNo other comp
Jason Bottenfield
Membership Director
No compensation reported
Ariel Webb
Pro Bono Director
No compensation reported
Patrick Dougherty
Career Development Director
No compensation reported
Sean Kelleher
Education Director
No compensation reported
Lacey Garcia
Events Director
No compensation reported
Brandon Garrett
Advocacy Director
No compensation reported
Adrienne Anthony
Nexgen Director
No compensation reported
Jordan Cowart
Allied Professionals Director
No compensation reported
Melissa Brennan
Public Relations Director
No compensation reported
Brad Purifoy
Corporate Sponsors Director
No compensation reported

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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