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Compensation 990 is an independent service that uses public IRS Form 990 filings as its source data. We clean and standardize this information, but the original filings may contain errors or omissions. Years on this site refer to the organization’s fiscal year end date on the filing.

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Organizations Financial Planning Association DFW Inc.

Financial Planning Association DFW Inc.

Fiscal year ending 2021. Filed on May 26, 2022.

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 2021 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 $62,210. The highest compensated employee at Financial Planning Association DFW Inc. is Melissa Hall with fiscal year 2021 compensation of $62,210.

Revenue, expenses, and employee compensation

Revenue

$200,903

Expenses

$164,995

Employee compensation

$62,210
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Melissa Hall
Executive Director
$62,210
$62,210 No related compNo other comp
Jamie Boyles
President-Elect
$0
Ginnie Baker
President
$0
Sergio Garcia
Treasurer
$0
Tyler Russell
Chair
$0
Jennifer Cook
Secretary
$0

Benchmark Employee Compensation

Non-Employee Board Members

Vicki Stone
Executive Assistant
$7,800
$7,800 No related compNo other comp
Lacey Garcia
Events Director
No compensation reported
Jordan Coward
Allied Profe
No compensation reported
Adrienne Anthony
Membership Director
No compensation reported
Patrick Dougherty
Career Devel
No compensation reported
Brandon Garrett
Advcacy Director
No compensation reported
Melissa Brennan
Public Relations
No compensation reported
Ariel Webb
PRO BONO Director
No compensation reported
Sean Kelleher
Education Director
No compensation reported
Jason Bottenfeld
Corporate SP
No compensation reported
Greg Lanier
Nexgen 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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