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FINANCIAL PLANNING ASSOCIATION DFW

PLANO, TXEIN: 75-2180552Website

Data sourced from IRS 990 public filings

FINANCIAL PLANNING ASSOCIATION DFW 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.

Local (City/County Level)
Education & Awareness
Free Market/Pro-Business
Community & Economic Development
Human Services

Annual Revenue

$378,733

Known Funders

0

Grants Received

0

Financial History

YearRevenueExpensesAssets
2024$378,733$339,591$484,991
2023$319,235$307,154$406,221
2022$302,865$297,104$326,306
2021$200,903$164,995$351,180
2020$318,141$241,644$234,834
2019$394,395$350,260$266,253
2018$352,431$340,725$217,118
2017$337,768$329,549$205,412

Top Funders

No funder data available yet for this nonprofit.

Key Personnel

From 2024 IRS 990 filing

D

DEVIN DELAPP

SPECIAL EVEN

Officer
W

WES SHANNON

PRO BONO

Officer
T

TYLER YOUNG

PUBLIC RELAT

Officer
M

MADISON WALLACE

NEXGEN

Officer
C

CALEB BRIAN

EDUCATION

Officer
S

STEFAN SIMPSON

TECHNOLOGY

J

JOEL BERG

CORP. PARTNE

D

DALLAS MCKEE

PRESIDENT

J

JASON LOVELESS

ALLIED PROFE

G

GREG LANIER

CAREER DEVEL

Showing 10 of 29 key personnel.

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