2025-04-02T10:54:05-04:00 2024-12-31 843689953 LLOYD AND HODGE PLLC 1617 PARK PLACE AVE SUITE 110-LH FORT WORTH TX 76110 990 2024-01-01 752180552 FINANCIAL PLANNING ASSOCIATION DFW INC FINA 9727570407 PO BOX 261750 PLANO TX 750261750 ADRIENNE ANTHONY TREASURER 9727570407 2025-02-22 true LAURA LLOYD CPA P01568068 8178310097 2025-04-02 2024 2025-03-06 01:10:19Z ADRIENNE ANTHONY 5335 BRENT TREE FOREST DR 252 DALLAS TX 75248 378733 false X WWW.FPADFW.ORG X 2000 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. 17 17 0 0 50478 63285 268723 315432 34 16 0 319235 378733 0 0 106800 0 0 307154 232791 307154 339591 12081 39142 406221 484991 138314 177942 267907 307049 false false CONTINUING EDUCATION CREDITS ARE PROVIDED THROUGH REGULARLY SCHEDULED AND EDUCATIONAL MEETING AND SYMPOSIUMS. false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 2 0 false 0 false false false false false false false false X 17 17 false false false false true true false true true false false false true true false true true true false false SERGIO GARCIA 8178310097 17013 PLANTERS ROW ADDISON TX 75001 MELISSA HALL EXECUTIVE DI 20.00 0.00 X 106800 0 0 MELISSA BRENNAN SECRETARY 1.00 X 0 0 0 LACEY GARCIA PRESIDENT EL 1.00 X 0 0 0 ADRIENNE ANTHONY TREASURER 2.00 X 0 0 0 GREG LANIER CAREER DEVEL 2.00 X 0 0 0 JASON LOVELESS ALLIED PROFE 1.00 X 0 0 0 DALLAS MCKEE PRESIDENT 1.00 X 0 0 0 JOEL BERG CORP. PARTNE 2.00 X 0 0 0 STEFAN SIMPSON TECHNOLOGY 1.00 X 0 0 0 CALEB BRIAN EDUCATION 2.00 X 0 0 0 MADISON WALLACE NEXGEN 2.00 X 0 0 0 TYLER YOUNG PUBLIC RELAT 2.00 X 0 0 0 CHAD SMITH ADVOCACY 2.00 X 0 0 0 WES SHANNON PRO BONO 2.00 X 0 0 0 DEVIN DELAPP SPECIAL EVEN 2.00 X 0 0 0 106800 1 false false false 63285 63285 SPONSORSHIP 611710 149887 149887 SPECIAL EVENTS 541800 109903 109903 CONTINUING ED 41046 41046 NEXTGEN 7326 7326 PUBLIC RELATIONS 6393 6393 877 877 315432 16 16 378733 315448 X 106800 106800 31912 31912 34923 33923 1000 14795 14795 2675 2675 148486 147586 900 339591 196304 143287 0 161915 232091 80526 80542 163780 172358 406221 484991 138314 177942 138314 177942 X 267907 307049 267907 307049 406221 484991 39142 X false false SECURITY DEPOSIT 100000 DEFER EXP - SPECIAL EVENTS 72358 172358 FORM 990, PAGE 6, PART VI, LINE 6 ORGANIZED WITH MEMBERS OR STOCKHOLDERS FORM 990, PAGE 6, PART VI, LINE 7A ELECTION OF MEMBERS AND THEIR RIGHTS FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS PROVIDED VIA EMAIL TO EACH DIRECTOR ON THE BOAD WHO THEN REVIEWS AND APPROVES IT. ONCE ANY NECESSARY CAHGNES ARE MAD THE TREASURER APPROVES THE FINAL DRAFT WITH THE ACCOUNTANTS. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD OF DIRECTORS MEET ONCE A YEAR TO DETERMINE THE EXECUTIVE DIRECTOR'S COMPENSATION AND A YEARLY CONTRACT IS DRAWN UP AND SIGNED. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGINAZATION MAKES IT GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G BOKKEEPING EXPENSES 9,600 0 0 BANK CHARGES 15,618 0 0 NETWORKING EVENTS 0 1,000 0 NEXTGEN 7,705 0 0 PRO BONO 1,000 0 0 TOTAL 33,923 1,000 0