Financial Planning Association Dfw Inc

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 752180552 ✦ Plano, TX ✦ Designated as a 501(c)(6)

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Overview

What is Financial Planning Association Dfw Inc?

Financial Planning Association Dfw Inc is a nonprofit organization that prioritizes the continuous education of its members. They achieve this by organizing regular educational meetings and symposiums. Over the years, the organization has maintained a consistent member base, with an average of 782 members in 2019, 2020, and 2021. The primary focus of Financial Planning Association Dfw Inc is to empower its members with updated knowledge and skills, thereby enhancing their professional growth.


Official website here: www.fpadfw.org

Is Financial Planning Association Dfw Inc legitimate?

Financial Planning Association Dfw Inc is a legitimate nonprofit organization registered as a 501(c)(6) entity. Financial Planning Association Dfw Inc submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $0
Professional Fundraising Fees: $0
Other Salaries and Wages: $0

For more financial information, click here


Official website here: www.fpadfw.org

What is the mission statement of Financial Planning Association Dfw Inc?

The Financial Planning Association Dfw Inc's primary mission is centered around providing continuous education for its members. This is achieved through the regular organization of educational meetings and symposiums. The association has consistently maintained a membership base of approximately 782 members since 2019, with no significant fluctuations observed in 2020 or 2021. The mission of Financial Planning Association Dfw Inc is to continuously educate its members, keeping them updated and informed through these scheduled events.


Official website here: www.fpadfw.org

Who is the CEO of Financial Planning Association Dfw Inc?

Sergio Garcia is the Executive Di of Financial Planning Association Dfw Inc.


Official website here: www.fpadfw.org

What is the revenue of Financial Planning Association Dfw Inc?

Financial Planning Association Dfw Inc's revenue in 2022 was $302,865.


Official website here: www.fpadfw.org

Who are the executives of Financial Planning Association Dfw Inc and what are their salaries?


Here are 17 key members and their salaries:


Melissa Hall (Executive Di)
  • Compensation: $66,183
  • Related: $0
  • Other: $0
Adrienne Anthony (Membership D)
  • Compensation: $0
  • Related: $0
  • Other: $0
Joel Burg (Coporate Spo)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jennifer Cook (Special Even)
  • Compensation: $0
  • Related: $0
  • Other: $0
Lacey Garcia (Education)
  • Compensation: $0
  • Related: $0
  • Other: $0
Brandon Garrett (Advcacy Dire)
  • Compensation: $0
  • Related: $0
  • Other: $0
Greg Lanier (Nexgen Direc)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jason Loveless (Public Relat)
  • Compensation: $0
  • Related: $0
  • Other: $0
Dallas Mckee (Career Devel)
  • Compensation: $0
  • Related: $0
  • Other: $0
Stefan Simpson (Technology)
  • Compensation: $0
  • Related: $0
  • Other: $0
Ariel Webb (Pro Bono Dir)
  • Compensation: $0
  • Related: $0
  • Other: $0
Tyler Young (Allied Profe)
  • Compensation: $0
  • Related: $0
  • Other: $0
Ginnie Baker (Chair)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jamie Boyles (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Melissa Brennan (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Sergio Garcia (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Sean Kelleher (President El)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.fpadfw.org

Where can I find the form 990 for Financial Planning Association Dfw Inc?

Financial Planning Association Dfw Inc's most recent form 990 was submitted in 2022 and can be accessed here.


Official website here: www.fpadfw.org

Learn more at the official website: www.fpadfw.org

Mission Statement of Financial Planning Association Dfw Inc

The Financial Planning Association DFW Inc, as stated in its mission, is committed to providing ongoing education for its members. This is achieved through the organization of regularly scheduled educational meetings and symposiums. The primary objective of this nonprofit organization is to equip its members with the necessary knowledge and skills to excel in their respective fields. The average number of members for 2019, 2020, and 2021 all stood at 782, indicating a consistent commitment to its members. The Financial Planning Association DFW Inc serves as a platform for continuous learning and professional growth, ensuring its members remain at the forefront of their industry.

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Impact




October, 2024

Financial Planning Association DFW Inc plays a vital role in enhancing the professional standards and knowledge of its members through structured education initiatives. By organizing regularly scheduled meetings and symposiums, the association fosters a collaborative environment where financial planning professionals can engage in ongoing learning and share best practices.

With an average membership of 782 over the past three years, the association reaches a significant number of professionals in the financial planning industry. This network not only facilitates professional development but also strengthens the overall expertise within the financial planning community in the Dallas-Fort Worth area.

The regular educational meetings and symposiums address various pertinent topics, ensuring members stay informed about the latest trends, regulations, and strategies in the financial sector. This commitment to continuing education ultimately enhances the quality of service that members provide to their clients, leading to more informed financial decision-making for individuals and families.

Overall, Financial Planning Association DFW Inc's efforts result in a more knowledgeable and skilled financial planning workforce, benefiting both its members and the broader community they serve.




This information is meant to be a general summary of Financial Planning Association Dfw Inc. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$302,865 (2022)
Expenses
$297,104 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Investment Income: $35
  • Program Service Revenue: $258,701
  • Gross Receipts: $302,865

Assets and Liabilities:

  • Total Assets: $326,306
  • Total Liabilities: $70,480
  • Net Assets: $255,826

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Programs

Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

SPONSORSHIP

Revenue

$132,121

SPECIAL EVENTS

Revenue

$65,590

CONTINUING ED

Revenue

$39,475

NEXTGEN

Revenue

$14,815

PUBLIC RELATIONS

Revenue

$5,430

Organization Details

Founding Year

2000

Principal Officer

Sergio Garcia

Main Address

PO BOX 261750, PLANO, TX, 750261750

NTEE Category

Code: P03 - Human services

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