FINANCIAL PLANNING ASSOCIATION DFW INC

EIN: 752180552

PLANO, TX

Total Revenue
$417,904
Total Expenses
$427,559
Total Assets
$434,666
Net Assets
$291,969
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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
JASON LOVELESS
Phone
9727570407
Tax Period
2025-01-01 to 2025-12-31

FINANCIAL PLANNING ASSOCIATION DFW INC, founded in 2000, is a small nonprofit that reported $418K in total revenue in fiscal year 2025. Revenue grew 10% year-over-year, indicating healthy expansion.

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 Service Accomplishments

Program 1

CONTINUING EDUCATION CREDITS ARE PROVIDED THROUGH REGULARLY SCHEDULED AND EDUCATIONAL MEETING AND SYMPOSIUMS.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $65,788
Program Service Revenue $352,100
Investment Income $16
Other Revenue $0
TOTAL REVENUE $417,904

Expense Breakdown

Grants Paid $0
Salaries & Benefits $113,000
Fundraising Expenses $0
Other Expenses $314,559
TOTAL EXPENSES $427,559

Year-over-Year Comparison

2025 2024 Change
Revenue $417,904 $378,733 +0.1%
Expenses $427,559 $339,591 +0.3%
Net Income $-9,655 $39,142 -1.2%
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

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Governance

Voting Members
17
Independent Members
17
Employees
1
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
2
$0
Total Directors
15
$113,000
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MELISA HALL EXECUTIVE DI 20.00
Director
$113,000 $0 $113,000
LACEY GARCIA CHAIR N/A
Director
$0 $0 $0
ADRIENNE ANTHONY PRESIDENT EL N/A
Director
$0 $0 $0
JASON LOVELESS TREASURER N/A
Director
$0 $0 $0
CHAD SMITH ADVOCACY N/A
Officer
$0 $0 $0
DEVIN DELAPP PUBLIC RELAT N/A
Officer
$0 $0 $0
CARSON WRIGHT SECRETARY N/A
Director
$0 $0 $0
BRIT PARTEN SPECIAL EVEN N/A
Director
$0 $0 $0
JOE MEYLOR CORPORATE SP N/A
Director
$0 $0 $0
BEN JONES CAREER DEVEL N/A
Director
$0 $0 $0
SHELBY HENDERSON NEXGEN N/A
Director
$0 $0 $0
JAN VALECKA PRO BONO N/A
Director
$0 $0 $0
MARISSA MURO ALLIED PROFE N/A
Director
$0 $0 $0
SPENSER SYDOW EDUCATION N/A
Director
$0 $0 $0
ALEX NICKERSON TECHNOLOGY N/A
Director
$0 $0 $0
GREG LANIER PRESIDENT N/A
Director
$0 $0 $0
STEPHEN BODWELL MEMBERSHIP N/A
Director
$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
2025 $417,904 $427,559 $434,666 $-9,655
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
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