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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 2023. Filed on May 9, 2024.

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 2023 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 $90,743. The highest compensated employee at Financial Planning Association DFW Inc. is Melissa Hall with fiscal year 2023 compensation of $90,743.

Revenue, expenses, and employee compensation

Revenue

$319,235

Expenses

$307,154

Employee compensation

$0
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Melissa Hall
Executive Director
$90,743
$90,743 No related compNo other comp
Sergio Garcia
Treasurer
$0
Ginnie Baker
Chair
$0
Melissa Brennan
Secretary
$0
Jamie Boyles
President
$0
Sean Kelleher
President-Elect
$0

Benchmark Employee Compensation

Non-Employee Board Members

Adrienne Anthony
Treasurer
Ariel Webb
PRO BONO Director
Brandon Garrett
Advcacy Director
Dallas McKee
Career Devel
Greg Lanier
Nexgen Director
Jason Loveless
Public Relations
Jennifer Cook
Special Events
Joel Burg
Coporate SPO
Lacey Garcia
Education
Stefan Simpson
Technology
Tyler Young
Allied Profe

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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