Financial Planning Association
PLANO, TX
Total revenue
$379K
Total expenses
$340K
Net assets
$307K
Grants received
—
EIN
752180552
Tax year
2024
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.
Financials
FY 2024
Revenue
Expenses
People
15 listed
MELISSA HALL
EXECUTIVE DI
$107K
20 hrs/wk
MELISSA BRENNAN
SECRETARY
—
1 hrs/wk
LACEY GARCIA
PRESIDENT EL
—
1 hrs/wk
ADRIENNE ANTHONY
TREASURER
—
2 hrs/wk
GREG LANIER
CAREER DEVEL
—
2 hrs/wk
JASON LOVELESS
ALLIED PROFE
—
1 hrs/wk
DALLAS MCKEE
PRESIDENT
—
1 hrs/wk
JOEL BERG
CORP. PARTNE
—
2 hrs/wk
STEFAN SIMPSON
TECHNOLOGY
—
1 hrs/wk
CALEB BRIAN
EDUCATION
—
2 hrs/wk
MADISON WALLACE
NEXGEN
—
2 hrs/wk
TYLER YOUNG
PUBLIC RELAT
—
2 hrs/wk
CHAD SMITH
ADVOCACY
—
2 hrs/wk
DEVIN DELAPP
SPECIAL EVEN
—
2 hrs/wk
WES SHANNON
PRO BONO
—
2 hrs/wk