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← PLANO WORKS LEADERSHIP FOUNDATION

Form 990 for tax year 2024

Filed by PLANO WORKS LEADERSHIP FOUNDATION.

Totals

Total revenue
$245,302
Total expenses
$227,706
Contributions and grants received
$107,880
Grants paid
$4,125
Program service revenue
$137,200
Investment income
$222
Other revenue
$0
Total assets, end of year
$198,969
Total liabilities, end of year
$7,500
Net assets or fund balances, end of year
$191,469
Program services expenses (Part IX)
$227,706
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$227,706

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $107,880

  • 2a · Program service revenue: TUITION

    total $70,500 · related or exempt $70,500

  • 2b · Program service revenue: SPONSORSHIPS

    total $60,575 · related or exempt $60,575

  • 2c · Program service revenue: REGISTRATIONS

    total $6,125 · related or exempt $6,125

  • 3 · Investment income

    total $222 · excluded $222

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $4,125 · program services $4,125

  • 7 · Other salaries and wages

    total $94,680 · program services $94,680

  • 9 · Other employee benefits

    total $12,863 · program services $12,863

  • 10 · Payroll taxes

    total $5,101 · program services $5,101

  • 11c · Fees: accounting

    total $2,000 · program services $2,000

  • 11g · Fees: other

    total $60,000 · program services $60,000

  • 12 · Advertising and promotion

    total $1,845 · program services $1,845

  • 13 · Office expenses

    total $6,814 · program services $6,814

  • 14 · Information technology

    total $4,666 · program services $4,666

  • 16 · Occupancy

    total $3,140 · program services $3,140

  • 17 · Travel

    total $5,253 · program services $5,253

  • 19 · Conferences, conventions and meetings

    total $13,581 · program services $13,581

  • 24a · Other expenses: FOOD AND BEVERAGE

    total $5,541 · program services $5,541

  • 24e · All other expenses

    total $8,097 · program services $8,097

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $91,123 · end of year $93,320

  • 2 · Savings and temporary cash investments

    beginning of year $30,706 · end of year $30,928

  • 3 · Pledges and grants receivable

    end of year $50,000

  • 4 · Accounts receivable

    beginning of year $50,813 · end of year $19,850

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,231 · end of year $3,827

  • 10a · Land, buildings and equipment: cost or other basis

    $1,044

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $1,044

  • 19 · Deferred revenue

    end of year $7,500

  • 27 · Net assets without donor restrictions

    beginning of year $173,873 · end of year $187,894

  • 28 · Net assets with donor restrictions

    end of year $3,575

Mission and programs · 2024

Mission

TO PROMOTE AND DEVELOP COMMUNITY WORKFORCE, PHILANTHROPY, LEADERSHIP DEVELOPMENT, AND EDUCATIONAL ATTAINMENT THROUGH VOLUNTEERISM, CHARITABLE GIVING, AND EDUCATIONAL PROGRAMMING.

  • LEADERSHIP PLANO PROVIDES EDUCATION AND LEADERSHIP DEVELOPMENT EMPOWERING CURRENT AND FUTURE LEADERS AND MOTIVATING THEM TO SERVE CIVIC, CHARITABLE, AND BUSINESS ORGANIZATIONS WITHIN THE COMMUNITY.

    Expenses $167,148 · Grants $4,125 · Revenue $94,700

  • PROPEL EXECUTIVE LEADERSHIP PROGRAM IS A 9-MONTH PROGRAM. PARTICIPANTS GAIN A DEEP UNDERSTANDING OF OUR REGION'S FORMAL AND INFORMAL DECISION-MAKING CHANNELS WITHIN ITS ECONOMIC, POLITICAL AND CIVIC STRUCTURE, WHILE AIMING TO ESTABLISH AND GROW RELATIONSHIPS WITH FELLOW EXECUTIVES NEW TO THE REGION OR THEIR ROLE, FOSTERING AN EVEN STRONGER SENSE OF COMMUNITY.

    Expenses $60,558 · Revenue $42,500

  • PLANO UNITED BUSINESS IS A 2-YEAR MENTORSHIP PROGRAM FOR MINORITY-OWNED SMALL BUSINESSES LOCATED IN COLLIN COUNTY. PLANO WORKS LEADERSHIP FOUNDATION PROVIDES A STRUCTURE FOR INDIVIDUALS, BUSINESSES OF ALL SIZES, CORPORATE PARTNERS, AND FOUNDATIONS TO SUPPORT THE WORK OF THE PLANO CHAMBER'S LEADERSHIP PROGRAMS AND INITIATIVES. PLANO UNITED BUSINESS COMPLETED ITS FIRST COHORT WITH 10 COMPANIES PARTICIPATING.

As filed on the 2024 return.

Listed in Part VII

  • Steve McSwain

    CHAIR

    Total calculated
    $0
    Hours/week
    0.1

  • Emily Zoog

    TREASURER

    Total calculated
    $0
    Hours/week
    0.1

  • Joan Cetera

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    0.1

  • Jeri Chambers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Sam Johnson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Mike Lawson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Jan Rugg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Pamela Ziegler-Petty

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 0.1 related

  • Lucy Bannon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Kelle Marsalis

    PRESIDENT/CEO

    Total calculated
    $176,688
    From this org
    $0
    From related orgs
    $158,357
    Other
    $18,331
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $136,250 related
    Bonus
    $0 + $17,907 related
    Other
    $0 + $4,200 related
    Deferred
    $0 + $4,751 related
    Nontaxable benefits
    $0 + $13,580 related
    Filer's total
    $0 + $176,688 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
4 November 2025
IRS schema version
2024v5.2
Source object
202523209349302217

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