Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
EIN 76-0630852 • 501(c)6 • Frisco, TX
Profile
Educ, literature, prog symposiums on financl planng f/members
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
66th percentile
Higher net margin than 66% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
62nd percentile
Faster asset growth than 62% of similar nonprofits.
Revenue Growth
79th percentile
Faster revenue growth than 79% of similar nonprofits.
Assets
Up$151,404
Up $7,245 (+5.0%) from 2023
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
Up$151,404
Up $13,078 (+9.5%) from 2023
Revenue
Up$145,660
Up $27,281 (+23%) from 2023
Expenses
Up$132,582
Up $2,427 (+1.9%) from 2023
Net Income
Up$13,078
Up $24,854 (+211%) from 2023
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
Ed., literature, prog. symposiums on financial planning for members and the general public
Educ, literature, prog symposiums on financl planng f/members
| Description | Grants | Expenses |
|---|---|---|
| Educational programs and symposiums on financial planning for members and the general public | - | $65,224 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Andrew Kulha | Secretary | - | $0 | - | - |
| Dan Russell | Treasurer | - | $0 | - | - |
| Chris Wise | Education Director | - | $0 | - | - |
| Vanessa Fellers | Career Development | - | $0 | - | - |
| Amanda Duran | Executive Director | PT | $0 | - | - |
| Vicki Stone | Finance Manager | PT | $0 | - | - |
| Mandy Haskell | Womens Group | - | $0 | - | - |
| Freddy Garza | President | PT | $0 | - | - |
| Michael Pumphrey | Pres Elect/Next Gen Director | - | $0 | - | - |
| Marco Rimassa | Pro Bono | - | $0 | - | - |
“Job Postings Revenue 150”
“Travel 928”
“Conferences, conventions, and meetings 5,530”
“Supplies 439”
“Telephone 550”
“Educational Programming Committee Expenses 22,496”
“Symposium Expenses 43,815”
“Networking Expenses 1,939”
“Nex-Gen Committee 894”
“Website IT 4,688”
“CE Filing Fees 1,724”
“Credit Card Collection Fees 648”
“Bank Fees 196”
“Executive Leadership Expenses 158”
“Deferred Revenue - Prepaid Dues, Fees and Sponsorships for Subsequent Year Beginning of year 5,833, End of year 0”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Amanda Duran |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7132536928 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1321 Antoine Dr |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Houston |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 77055 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 144159 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 151404 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 60487 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 13078 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 48313 |
| IRS990EZ/FiledScheduleAInd | 0 | false |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form720FiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 144159 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 151404 |
| IRS990EZ/GrossReceiptsAmt | 0 | 145660 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 4500 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 36340 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 138326 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 151404 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 138326 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 151404 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 001.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 003.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 002.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 001.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 020.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 005.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 001.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 007.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 001.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 001.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Andrew Kulha |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Dan Russell |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Chris Wise |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Vanessa Fellers |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Amanda Duran |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Vicki Stone |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Mandy Haskell |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Freddy Garza |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | Michael Pumphrey |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | Marco Rimassa |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Education Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Career Development |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Executive Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Finance Manager |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Womens Group |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | Pres Elect/Next Gen Dir |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | Pro Bono |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationFiled990TInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 84005 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 150 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Educ, literature, prog symposiums on financl planng f/members |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 264 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 44183 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Educational programs and symposiums on financial planning for members and the general public |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 65224 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 5833 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 132582 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 65224 |
| IRS990EZ/TotalRevenueAmt | 0 | 145660 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | www.fpahouston.org |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Job Postings Revenue 150 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Travel 928 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Conferences, conventions, and meetings 5,530 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Supplies 439 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Telephone 550 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Educational Programming Committee Expenses 22,496 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Symposium Expenses 43,815 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Networking Expenses 1,939 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Nex-Gen Committee 894 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Website IT 4,688 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | CE Filing Fees 1,724 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | Credit Card Collection Fees 648 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | Bank Fees 196 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 13 | Executive Leadership Expenses 158 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 14 | Deferred Revenue - Prepaid Dues, Fees and Sponsorships for Subsequent Year Beginning of year 5,833, End of year 0 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 8, Other Revenue |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 13 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 14 | Form 990-EZ, Part II, Line 26, Liabilities |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Dan Russell |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-11-12 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | FPA of Houston Inc |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FPAO |
| ReturnHeader/Filer/EIN | 0 | 760630852 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO Box 1303 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Frisco |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | TX |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 75034 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 453269329 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Thomas A Mack CPA PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 6161 Savoy Dr Suite 1120 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Houston |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | TX |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 77036 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7137833832 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-11-11 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Thomas A Mack |
| ReturnHeader/ReturnTs | 0 | 2025-11-11T07:43:32-00:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
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