The Plano Conservancy For Historic Preservation I (EIN 752920593) - 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

2001

Legal Domicile

Phone

2146352539

Tax Period

2024-10-01 to 2025-09-30

The Plano Conservancy For Historic Preservation I, founded in 2001, is a small nonprofit in the Arts, Culture & Humanities sector that reported $365K in total revenue in fiscal year 2024. Revenue surged 42% from the prior year, signaling strong growth momentum.

Mission

This nonprofit is dedicated to promoting civic pride in the past, to increasing preservation awareness through education and public outreach and to providing financial assistance to protect and preserve our heritage resources for this and future generations.

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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 $222,870

Program Service Revenue $0

Investment Income $12,796

Other Revenue $129,785

TOTAL REVENUE $365,451

Expense Breakdown

Grants Paid $0

Salaries & Benefits $134,573

Fundraising Expenses $0

Program Expenses $345,218

Other Expenses $256,242

TOTAL EXPENSES $390,815

Year-over-Year Comparison

	2024	2023	Change
Revenue	$365,451	$257,011	+0.4%
Expenses	$390,815	$232,142	+0.7%
Net Income	$-25,364	$24,869	-2.0%

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

Volunteers

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

$104,466

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kim Hils	Executive Director	40.00	Director Highest	$58,516	$0	$58,516
Seth Blackmon	Museum Director	40.00	Director	$45,950	$0	$45,950
Michelle Wurtz	Director	2.00	Director	$0	$0	$0
Jack Durnin	Director	2.00	Director	$0	$0	$0
Mary Jacobs	Director	2.00	Director	$0	$0	$0
Lawrence Chan	Director	2.00	Director	$0	$0	$0
Jeanine Cadena	Director	2.00	Director	$0	$0	$0
Steve White	Director	2.00	Director	$0	$0	$0
Methew Kenny	Director	2.00	Director	$0	$0	$0
Judith Aubrey	Director	2.00	Director	$0	$0	$0
Harold Larson	President	6.00	Officer	$0	$0	$0
Cheryl Smith	Secretary	5.00	Officer	$0	$0	$0
Tamara Feazell	Treasurer	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
2025	$365,451	$390,815	$346,134	$-25,364
2024	$257,011	$232,142	$401,185	$24,869
2023	$258,787	$300,062	$338,905	$-41,275
2022	$239,164	$238,886	$338,619	$278
2021	$247,610	$192,388	$348,541	$55,222
2020	$295,683	$339,592	$325,755	$-43,909
2019	$302,682	$321,483	$329,083	$-18,801

The Plano Conservancy For Historic Preservation I