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Financial Planning Association

Fpa Of Houston
  • Frisco, TX
  • Tax-exempt since Sept. 2000
  • EIN: 76-0630852

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$118k (2023)

Expenses
$130k (2023)

Total Assets
$144k (2023)

Total Liabilities
$5.83k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$118,379
Expenses
$130,155
Net Income
-$11,776
Net Assets
$138,326
Notable Sources of Revenue Percent of Total Revenue
Contributions $42,499
35.9%
Program Services $31,794
26.9%
Investment Income $4,277
3.6%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $498
0.4%
Assets/Debt
Total Assets $144,159
Total Liabilities $5,833
Net Assets $138,326
Compensation
Key Employees and Officers Compensation Other
Andrew Kulha (Secretary) $0 $0
Juan Hernandez Ariano (Chairman) $0 $0
Dan Russell (Treasurer) $0 $0
Chris Wise (Membership Director) $0 $0
Kyle Fritz (Education Director) $0 $0
Marco Rimassa (Public Relations) $0 $0
Vanessa Fellers (Career Development) $0 $0
Amanda Duran (Executive Director) $0 $0
Vicki Stone (Finance Manager) $0 $0
Mandy Haskell (Womens Group) $0 $0
Freddy Garza (President) $0 $0
Michael Pumphrey (Next Gen Director) $0 $0
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990-EZ
Filed on Nov. 19, 2024

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$144,030
Expenses
$151,098
Net Income
-$7,068
Net Assets
$150,102
Notable Sources of Revenue Percent of Total Revenue
Contributions $55,241
38.4%
Program Services $55,833
38.8%
Investment Income $294
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $399
0.3%
Assets/Debt
Total Assets $156,601
Total Liabilities $6,499
Net Assets $150,102
Compensation
Key Employees and Officers Compensation Other
Juan Munoz (Chairman) $0 $0
Juan Hernandez Ariano (President) $0 $0
Shabana Nathoo (Secretary) $0 $0
Zainab Gandai (Membership Director) $0 $0
Margarita Barcenas (Education Director) $0 $0
Marco Rimassa (Public Relations Director) $0 $0
Chad Nunty (Pro Bono Director) $0 $0
Melissa Hall (Executive Director) $0 $0
Vicki Stone (Exec Asst/Financial Mgr) $0 $0
Kelli Hernandez (President Elect) $0 $0
Freddy Garza (Treasurer) $0 $0
Dean Boebinger (Advocacy Director) $0 $0
Steven Chambers (Nex Gen Director) $0 $0
Melissa Hall (Corporate Partner Liason) $0 $0
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990-EZ
Filed on Nov. 10, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$114,103
Expenses
$99,683
Net Income
$14,420
Net Assets
$157,170
Notable Sources of Revenue Percent of Total Revenue
Contributions $46,100
40.4%
Program Services $33,179
29.1%
Investment Income $5
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,319
1.2%
Assets/Debt
Total Assets $172,330
Total Liabilities $15,160
Net Assets $157,170
Compensation
Key Employees and Officers Compensation Other
Juan Munoz (Chairman) $0 $0
Juan Hernandez Ariano (President) $0 $0
Shabana Nathoo (Secretary) $0 $0
Zainab Gandai (Membership Director) $0 $0
Margarita Barcenas (Education Director) $0 $0
Marco Rimassa (Public Relations Director) $0 $0
Chad Nunty (Pro Bono Director) $0 $0
Melissa Hall (Executive Director) $0 $0
Vicki Stone (Exec Asst/Financial Mgr) $0 $0
Kelli Hernandez (President Elect) $0 $0
Freddy Garza (Treasurer) $0 $0
Dean Boebinger (Advocacy Director) $0 $0
Kelli Pluta (Director) $0 $0
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990-EZ
Filed on Nov. 15, 2022

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$114,109
Expenses
$82,168
Net Income
$31,941
Net Assets
$142,750
Notable Sources of Revenue Percent of Total Revenue
Contributions $46,900
41.1%
Program Services $30,162
26.4%
Investment Income $7
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $463
0.4%
Assets/Debt
Total Assets $151,050
Total Liabilities $8,300
Net Assets $142,750
Compensation
Key Employees and Officers Compensation Other
Melissa Hall (Executive Director) $43,500 $0
Vicki Stone (Exec Asst/Financial Mgr) $6,080 $0
Juan Munoz (Chairman) $0 $0
Juan Hernandez Ariano (President) $0 $0
Shabana Nathoo (Secretary) $0 $0
Zainab Gandai (Membership Director) $0 $0
Margarita Barcenas (Education Director) $0 $0
Marco Rimassa (Public Relations Director) $0 $0
Chad Nunty (Pro Bono Director) $0 $0
Alexis Long (Career Development Dir) $0 $0
Freddy Garza (Treasurer) $0 $0
Dean Boebinger (Advocacy Director) $0 $0
Kelli Pluta (Director) $0 $0
+ View more people

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990-EZ
Filed on Nov. 15, 2021

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$155,336
Expenses
$155,924
Net Income
-$588
Net Assets
$110,809
Notable Sources of Revenue Percent of Total Revenue
Contributions $63,900
41.1%
Program Services $52,425
33.7%
Investment Income $13
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $218
0.1%
Assets/Debt
Total Assets $120,689
Total Liabilities $9,880
Net Assets $110,809
Compensation
Key Employees and Officers Compensation Other
Melisa Hall (Executive Director) $41,677 $0
Vicki Stone (Executive Assist./Finance Mgr.) $6,180 $0
Adam Frinsco (Chairman) $0 $0
Juan Munoz (President) $0 $0
Skylar Denny (Secretary) $0 $0
Ashley Foster (Membership Director) $0 $0
Margarita Barcenas (Education Director) $0 $0
Kevin Cassidy (Nex Gen Director) $0 $0
Melisa Hall (Corporate Partners Liaison) $0 $0
Jason Mc Garragh (Public Relations Director) $0 $0
Shelitha Smodic (Pro Bono Director) $0 $0
Jacquelyn Girling (Career Devel. Director) $0 $0
Juan Hernandez Ariano (President Elect) $0 $0
Freddy Garza (Treasurer) $0 $0
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990-EZ
Filed on May 14, 2020

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$162,122
Expenses
$136,958
Net Income
$25,164
Net Assets
$111,397
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $55,520
34.2%
Investment Income $13
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,188
0.7%
Assets/Debt
Total Assets $149,437
Total Liabilities $38,040
Net Assets $111,397
Compensation
Key Employees and Officers Compensation Other
Melisa Hall (Executive Director) $40,347 $0
Vicki Stone (Executive Assist./Finance Mgr.) $6,220 $0
Ben Simiskey (Chairman) $0 $0
Adam Frinsco (President) $0 $0
Jacquelyn Girling (Secretary) $0 $0
Natalie Navellier (Membership Director) $0 $0
Mandy Pham (Education Director) $0 $0
Jennifer Prichard (Nex Gen Director) $0 $0
Kimberly Washington (Corporate Partners Director) $0 $0
Lay Huang (Technology Director) $0 $0
Don Mc Curdy (Pro Bono Director) $0 $0
Nate Bowen (Career Devel. Director) $0 $0
Juan Munoz (President Elect) $0 $0
Juan Munoz (Treasurer) $0 $0
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990-EZ
Filed on May 10, 2019

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$158,360
Expenses
$114,241
Net Income
$44,119
Net Assets
$86,233
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $52,207
33.0%
Investment Income $13
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,929
1.2%
Assets/Debt
Total Assets $111,233
Total Liabilities $25,000
Net Assets $86,233
Compensation
Key Employees and Officers Compensation Other
Melisa Hall (Executive Director) $34,600 $0
Vicki Stone (Executive Assist./Finance Mgr.) $5,820 $0
Ben Simiskey (Chairman) $0 $0
Adam Frinsco (President) $0 $0
Jacquelyn Girling (Secretary) $0 $0
Natalie Navellier (Membership Director) $0 $0
Will Goodson (Education Director) $0 $0
Jennifer Prichard (Nex Gen Director) $0 $0
Carrie Ousley (Corporate Partners Director) $0 $0
Mandy Pham (Technology Director) $0 $0
Don Mc Curdy (Foundation/Pro Bono Director) $0 $0
Nate Bowen (Career Devel. Director) $0 $0
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990-EZ
Filed on May 10, 2018

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$128,756
Expenses
$133,179
Net Income
-$4,423
Net Assets
$42,114
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $54,107
42.0%
Investment Income $16
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,674
1.3%
Assets/Debt
Total Assets $70,059
Total Liabilities $27,945
Net Assets $42,114
Compensation
Key Employees and Officers Compensation Other
Melisa Hall (Executive Director) $40,764 $0
Vicki Stone (Executive Assist./Finance Mgr.) $5,820 $0
Michael Misner (Chairman) $0 $0
Ben Simiskey (President) $0 $0
Adam Frinsco (President Elect) $0 $0
Nick Lyons (Secretary) $0 $0
Natalie Navellier (Membership Director) $0 $0
Lindsey Mc Carron (Symposium Director) $0 $0
Will Goodson (Education Director) $0 $0
Nate Bowen (Nex Gen Director) $0 $0
Carrie Ousley (Corporate Partners Director) $0 $0
Frank Marrone (Technology Director) $0 $0
Don Mc Curdy (Foundation/Pro Bono Director) $0 $0
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990-EZ
Filed on May 24, 2017

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$153,699
Expenses
$157,308
Net Income
-$3,609
Net Assets
$46,537
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,468
1.0%
Program Services $55,227
35.9%
Investment Income $18
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,670
1.7%
Assets/Debt
Total Assets $67,967
Total Liabilities $21,430
Net Assets $46,537
Compensation
Key Employees and Officers Compensation Other
Melisa Hall (Executive Director) $46,467 $0
Vicki Stone (Executive Assistant) $6,360 $0
Kurt Box (Chairman) $0 $0
Michael Misner (President) $0 $0
Ben Simiskey (President Elect) $0 $0
Carrie Ousley (Treasurer) $0 $0
Will Goodson (Secretary) $0 $0
Matt Caire (Symposium Director) $0 $0
Adam Frinsco (Education Director) $0 $0
Allen Kozel (Nex Gen Director) $0 $0
Chris Behan (Corporate Partner Director) $0 $0
Frank Marrone (Technology Director) $0 $0
Don Mc Curdy (Foundation/Pro Bono) $0 $0
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990-EZ
Filed on June 28, 2016

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$150,530
Expenses
$186,127
Net Income
-$35,597
Net Assets
$50,146
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $64,200
42.6%
Investment Income $55
0.0%
Net Fundraising -$774
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,192
1.5%
Assets/Debt
Total Assets $74,671
Total Liabilities $24,525
Net Assets $50,146
Compensation
Key Employees and Officers Compensation Other
Melisa Hall (Executive Director) $46,428 $0
Kurt Box (Chairman) $0 $0
Michael Misner (President) $0 $0
Ben Simiskey (Secretary) $0 $0
Carrie Ousley (Treasurer) $0 $0
Matt Caire (Symposium Director) $0 $0
Michael Middendorf (Membership Director) $0 $0
Adam Frinsco (Education Director) $0 $0
Jay Kabad (Public Awareness Director) $0 $0
Chris Behan (Corporate Partner Director) $0 $0
Frank Marrone (Technology Director) $0 $0
Don Mc Curdy (Foundation/Pro Bono) $0 $0
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990-EZ
Filed on May 11, 2015

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$153,078
Expenses
$164,806
Net Income
-$11,728
Net Assets
$85,743
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $56,179
36.7%
Investment Income $81
0.1%
Net Fundraising $5,987
3.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,647
1.1%
Assets/Debt
Total Assets $96,443
Total Liabilities $10,700
Net Assets $85,743
Compensation
Key Employees and Officers Compensation Other
Melisa Hall (Executive Director) $46,428 $0
Ben Keel Iii (Chairman) $0 $0
Kurt Box (President) $0 $0
Matt Caire (President Elect) $0 $0
Michael Misner (Secretary) $0 $0
John Tallent (Treasurer) $0 $0
Michael Middendorf (Membership Director) $0 $0
Adam Frinsco (Education Director) $0 $0
Jay Kabad (Public Awareness Director) $0 $0
Chris Behan (Corporate Partner Director) $0 $0
Laura Rowley (Government Relations Director) $0 $0
Don Mc Curdy (Foundation/Pro Bono) $0 $0
Frank Marrone (Technology Director) $0 $0
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990-EZ
Filed on Aug. 12, 2014

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$163,801
Expenses
$161,032
Net Income
$2,769
Net Assets
$97,471
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $73,185
44.7%
Investment Income $92
0.1%
Net Fundraising $2,464
1.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,823
1.1%
Assets/Debt
Total Assets $103,471
Total Liabilities $6,000
Net Assets $97,471

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$186,758
Expenses
$180,777
Net Income
$5,981
Net Assets
$94,702
Notable Sources of Revenue Percent of Total Revenue
Contributions $95
0.1%
Program Services $80,075
42.9%
Investment Income $178
0.1%
Net Fundraising $1,211
0.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $728
0.4%
Assets/Debt
Total Assets $114,527
Total Liabilities $19,825
Net Assets $94,702

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated