FINANCIAL PLANNING ASSOCIATION DFW INC (EIN 752180552) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2000

Principal Officer

ADRIENNE ANTHONY

Phone

9727570407

Tax Period

2024-01-01 to 2024-12-31

FINANCIAL PLANNING ASSOCIATION DFW INC, founded in 2000, is a small nonprofit that reported $379K in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $340K left a modest 10% surplus.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $63,285

Program Service Revenue $315,432

Investment Income $16

Other Revenue $0

TOTAL REVENUE $378,733

Expense Breakdown

Grants Paid $0

Salaries & Benefits $106,800

Fundraising Expenses $0

Other Expenses $232,791

TOTAL EXPENSES $339,591

Year-over-Year Comparison

	2024	2023	Change
Revenue	$378,733	$319,235	+0.2%
Expenses	$339,591	$307,154	+0.1%
Net Income	$39,142	$12,081	+2.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

$106,800

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MELISSA HALL	EXECUTIVE DI	20.00	Director	$106,800	$0	$106,800
MELISSA BRENNAN	SECRETARY	1.00	Officer	$0	$0	$0
LACEY GARCIA	PRESIDENT EL	1.00	Director	$0	$0	$0
ADRIENNE ANTHONY	TREASURER	2.00	Director	$0	$0	$0
GREG LANIER	CAREER DEVEL	2.00	Director	$0	$0	$0
JASON LOVELESS	ALLIED PROFE	1.00	Director	$0	$0	$0
DALLAS MCKEE	PRESIDENT	1.00	Director	$0	$0	$0
JOEL BERG	CORP. PARTNE	2.00	Director	$0	$0	$0
STEFAN SIMPSON	TECHNOLOGY	1.00	Director	$0	$0	$0
CALEB BRIAN	EDUCATION	2.00	Officer	$0	$0	$0
MADISON WALLACE	NEXGEN	2.00	Officer	$0	$0	$0
TYLER YOUNG	PUBLIC RELAT	2.00	Officer	$0	$0	$0
CHAD SMITH	ADVOCACY	2.00	Officer	$0	$0	$0
WES SHANNON	PRO BONO	2.00	Officer	$0	$0	$0
DEVIN DELAPP	SPECIAL EVEN	2.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$378,733	$339,591	$484,991	$39,142
2023	$319,235	$307,154	$406,221	$12,081
2022	$302,865	$297,104	$326,306	$5,761
2021	$200,903	$164,995	$351,180	$35,908
2020	$318,141	$241,644	$234,834	$76,497
2019	$394,395	$350,260	$266,253	$44,135
2018	$352,431	$340,725	$217,118	$11,706

FINANCIAL PLANNING ASSOCIATION DFW INC