Mission
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.
Public Charity
FINANCIAL PLANNING ASSOCIATION DFW INC
FINANCIAL PLANNING ASSOCIATION DFW INC is a nonprofit organization categorized as Public Charity based in PLANO, TX. Its most recent IRS filing (2024) reports revenue of $379K, expenses of $340K, total assets of $485K. Imperigo tracks 1 reported grant relationships connected to this organization totaling approximately $33K.
EIN: 752180552
PLANO, TX
Latest filing: 2024
Total Revenue$379K
Total Expenses$340K
Total Assets$485K
Grant Records1
Funding Total$33K
Filing Years2020–2024
Sample Grants Received
$32,908
Showing up to 5 of 1 total records — full history available with membership.
Officers & Directors
TREASURER
Adrienne Anthony
EDUCATION
Caleb Brian
ADVOCACY
Chad Smith
PRESIDENT
Dallas Mckee
SPECIAL EVEN
Devin Delapp
CAREER DEVEL
Greg Lanier
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $379K | $340K | $485K |
| 2023 | $319K | $307K | $406K |
| 2022 | $303K | $297K | $326K |
| 2021 | $201K | $165K | $351K |
| 2020 | $318K | $242K | $235K |
Between 2020 and 2024, reported annual revenue grew from $318K to $379K (+19%), with total assets most recently reported at $485K.
Interactive year-over-year charts and full filing details available with membership.