Nonprofit · EIN 75-2180552
FINANCIAL PLANNING ASSOCIATION
Also known as FPA OF DALLAS-FORT WORTH
Tax-exempt · PLANO, TX 75026
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $417,904 | $427,559 | -$9,655 | $434,666 | $142,697 | $291,969 |
| December 31, 2024 | 990 | $378,733 | $339,591 | $39,142 | $484,991 | $177,942 | $307,049 |
| December 31, 2023 | 990 | $319,235 | $307,154 | $12,081 | $406,221 | $138,314 | $267,907 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $65,788
- Membership dues
- $65,788
- Program service revenue
- $352,100
- Investment income
- $16
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $113,000
- Salaries, compensation and benefits (total)
- $113,000
- Professional fundraising fees
- $0
- Program services (functional)
- $277,843
- Management and general (functional)
- $149,716
Balance sheet and other
- Total assets, start of year
- $484,991
- Total assets, end of year
- $434,666
- Total liabilities, end of year
- $142,697
- Net assets, end of year
- $291,969
- Net assets without donor restrictions
- $291,969
- Gross receipts
- $417,904
- Employees
- 1
- Year formed
- 2000
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MELISA HALL | EXECUTIVE DI Trustee or director | 20 | $113,000 |
| LACEY GARCIA | CHAIR Trustee or director | – | $0 |
| ADRIENNE ANTHONY | PRESIDENT EL Trustee or director | – | $0 |
| JASON LOVELESS | TREASURER Trustee or director | – | $0 |
| CHAD SMITH | ADVOCACY Officer | – | $0 |
| DEVIN DELAPP | PUBLIC RELAT Officer | – | $0 |
| CARSON WRIGHT | SECRETARY Trustee or director | – | $0 |
| BRIT PARTEN | SPECIAL EVEN Trustee or director | – | $0 |
| JOE MEYLOR | CORPORATE SP Trustee or director | – | $0 |
| BEN JONES | CAREER DEVEL Trustee or director | – | $0 |
| SHELBY HENDERSON | NEXGEN Trustee or director | – | $0 |
| JAN VALECKA | PRO BONO Trustee or director | – | $0 |
| MARISSA MURO | ALLIED PROFE Trustee or director | – | $0 |
| SPENSER SYDOW | EDUCATION Trustee or director | – | $0 |
| ALEX NICKERSON | TECHNOLOGY Trustee or director | – | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GREG LANIER | PRESIDENT Trustee or director | – | $0 |
| STEPHEN BODWELL | MEMBERSHIP Trustee or director | – | $0 |
990 for the year ended December 31, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MELISSA HALL | EXECUTIVE DI Trustee or director | 20 | $106,800 |
| MELISSA BRENNAN | SECRETARY Officer | 1 | $0 |
| LACEY GARCIA | PRESIDENT EL Trustee or director | 1 | $0 |
| ADRIENNE ANTHONY | TREASURER Trustee or director | 2 | $0 |
| GREG LANIER | CAREER DEVEL Trustee or director | 2 | $0 |
| JASON LOVELESS | ALLIED PROFE Trustee or director | 1 | $0 |
| DALLAS MCKEE | PRESIDENT Trustee or director | 1 | $0 |
| JOEL BERG | CORP. PARTNE Trustee or director | 2 | $0 |
| STEFAN SIMPSON | TECHNOLOGY Trustee or director | 1 | $0 |
| CALEB BRIAN | EDUCATION Officer | 2 | $0 |
| MADISON WALLACE | NEXGEN Officer | 2 | $0 |
| TYLER YOUNG | PUBLIC RELAT Officer | 2 | $0 |
| CHAD SMITH | ADVOCACY Officer | 2 | $0 |
| WES SHANNON | PRO BONO Officer | 2 | $0 |
| DEVIN DELAPP | SPECIAL EVEN Officer | 2 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MELISSA HALL | EXECUTIVE DI Trustee or director | 20 | $90,743 |
| GINNIE BAKER | CHAIR Officer | 2 | $0 |
| JAMIE BOYLES | PRESIDENT Officer | 6 | $0 |
| SERGIO GARCIA | TREASURER Officer | 3 | $0 |
| SEAN KELLEHER | PRESIDENT EL Officer | 2 | $0 |
| MELISSA BRENNAN | SECRETARY Officer | 1 | $0 |
| LACEY GARCIA | EDUCATION Trustee or director | 1 | $0 |
| JENNIFER COOK | SPECIAL EVEN Trustee or director | 5 | $0 |
| ADRIENNE ANTHONY | TREASURER Trustee or director | 2 | $0 |
| GREG LANIER | NEXGEN DIREC Trustee or director | 2 | $0 |
| BRANDON GARRETT | ADVCACY DIRE Trustee or director | 1 | $0 |
| ARIEL WEBB | PRO BONO DIR Trustee or director | 2 | $0 |
| JASON LOVELESS | PUBLIC RELAT Trustee or director | 1 | $0 |
| DALLAS MCKEE | CAREER DEVEL Trustee or director | 1 | $0 |
| JOEL BURG | COPORATE SPO Trustee or director | 2 | $0 |
| TYLER YOUNG | ALLIED PROFE Trustee or director | 1 | $0 |
| STEFAN SIMPSON | TECHNOLOGY Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 261750, PLANO, TX 75026-1750
- In care of
- % MELISA HALL
- Principal officer (990 for 2025)
- JASON LOVELESS
- Signed the 990
- JASON LOVELESS, TREASURER
- Phone
- (972) 757-0407
- Website
- WWW.FPADFW.ORG
- Return prepared by
- LLOYD AND HODGE PLLC
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.
Program accomplishments
- CONTINUING EDUCATION CREDITS ARE PROVIDED THROUGH REGULARLY SCHEDULED AND EDUCATIONAL MEETING AND SYMPOSIUMS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 75-2180552
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Group exemption
- 3687: FINANCIAL PLANNING ASSOCIATION
- Assets (IRS master file)
- $434,666
- Income (IRS master file)
- $417,904
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $417,904 | $427,559 | $434,666 | XML |
| 990 | December 2024 | $378,733 | $339,591 | $484,991 | XML |
| 990 | December 2023 | $319,235 | $307,154 | $406,221 | XML |
| 990 | December 2022 | $302,865 | $297,104 | $326,306 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 75-2180552).
Questions about FINANCIAL PLANNING ASSOCIATION
- What is the EIN of FINANCIAL PLANNING ASSOCIATION?
- The employer identification number (EIN) of FINANCIAL PLANNING ASSOCIATION is 75-2180552.
- Is FINANCIAL PLANNING ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2000.
- Are donations to FINANCIAL PLANNING ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does FINANCIAL PLANNING ASSOCIATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FINANCIAL PLANNING ASSOCIATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FINANCIAL PLANNING ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of FINANCIAL PLANNING ASSOCIATION?
- The 990 for the year ended December 31, 2025 names JASON LOVELESS.
- Who are the officers and directors of FINANCIAL PLANNING ASSOCIATION?
- The 990 for the year ended December 31, 2025 lists 17 people; 1 received compensation from the organization, the highest $113,000 (MELISA HALL, EXECUTIVE DI).
- How much revenue does FINANCIAL PLANNING ASSOCIATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $417,904, expenses of $427,559 and total assets of $434,666 at year end.
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