Financial Planning Association Dfw

Unknown organization based in Plano, TX.0 Exempt under §501(c)(6).

MissionTO PROVIDE CONTINUING EDUCATION FOR ITS MEMBERS THROUGH THE ORGANIZATION OF REGULARLY SCHEDULED EDUCATION MEETINGS AND SYMPOSIUMS. AVERAGE NUMBER OF MEMBERS FOR 2021 WAS 782.

EIN
75-2180552
State
TX
Sector
Unknown
Budget band
$250K–$500K
Latest filing
TY 2024
Records
1 officers · 6 years

Financial snapshot · TY 2024

$379K
Total revenue
$340K
Total expenses
$485K
Net assets

Financial health · TY 2024

43
Financial health needs attention
Composite score out of 100 based on reserve ratio, program efficiency, and revenue diversification.
Reserve ratio
60
10.9 months of expenses
Program efficiency
20
57.8% spent on programs
Revenue diversity
56
Mix of program fees, grants & contributions

Leadership compensation

Melissa Hall
EXECUTIVE DI
$106,800

Is this your organization?

Claim this page for a private dashboard with financial health, peer benchmarks, and comp history.

Claim this page
Financial Planning Association Dfw Executive Compensation | 990 Data | DoubleNine