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 (2025) reports revenue of $418K, expenses of $428K, total assets of $435K. Imperigo tracks 1 reported grant relationships connected to this organization totaling approximately $33K.
EIN: 752180552
PLANO, TX
Latest filing: 2025
Total Revenue$418K
Total Expenses$428K
Total Assets$435K
Grant Records1
Funding Total$33K
Filing Years2021–2025
Sample Grants Received
$32,908
Showing up to 5 of 1 total records — full history available with membership.
Officers & Directors
PRESIDENT EL
Adrienne Anthony
TECHNOLOGY
Alex Nickerson
CAREER DEVEL
Ben Jones
SPECIAL EVEN
Brit Parten
SECRETARY
Carson Wright
ADVOCACY
Chad Smith
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $418K | $428K | $435K |
| 2024 | $379K | $340K | $485K |
| 2023 | $319K | $307K | $406K |
| 2022 | $303K | $297K | $326K |
| 2021 | $201K | $165K | $351K |
Between 2021 and 2025, reported annual revenue grew from $201K to $418K (+108%), with total assets most recently reported at $435K.
Interactive year-over-year charts and full filing details available with membership.