Downtown Plano Arts And Heritage Foundation (EIN 822454482) - 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

2017

Legal Domicile

Tax Period

2022-10-01 to 2023-09-30

Downtown Plano Arts And Heritage Foundation, founded in 2017, is a micro nonprofit that reported $64K in total revenue in fiscal year 2022. Revenue decreased 5% compared to the prior year. Expenses of $72K exceeded revenue, resulting in a 14% operating deficit.

Mission

ADVOCACY, EDUCATION, AND PROMOTION OF HISTORIC DOWNTOWN PLANO TX

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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 (2022)

Revenue Breakdown

Contributions & Grants $63,612

Program Service Revenue $0

Investment Income $0

Other Revenue $100

TOTAL REVENUE $63,712

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $64,395

Other Expenses $72,360

TOTAL EXPENSES $72,360

Year-over-Year Comparison

	2022	2021	Change
Revenue	$63,712	$67,417	-0.1%
Expenses	$72,360	$62,912	+0.2%
Net Income	$-8,648	$4,505	-2.9%

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

100

Independent Members

100

Employees

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Reportable Comp	Other Comp	Total
Gabriel Orduna	Director	0.00	$0	$0	$0
David Bryant	Director	0.00	$0	$0	$0
Hunter Holt	Secretary	10.00	$0	$0	$0
Payton Hickey	Director	0.00	$0	$0	$0
Debbie Holman	Director	0.00	$0	$0	$0
Iwona Keel	Director	0.00	$0	$0	$0
Darren Damewood	Director	0.00	$0	$0	$0
Kendrix Wesley	Director	0.00	$0	$0	$0
Ron Pierce	President	10.00	$0	$0	$0
Chris Cloe	Chairman	10.00	$0	$0	$0
Bonnie Shea	Vice Presedent	10.00	$0	$0	$0
Daniel Eng	Treasurer	10.00	$0	$0	$0
Michael Lee	Director	0.00	$0	$0	$0
Michael Hamilton	Director	0.00	$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
2023	$63,712	$72,360	No data	$-8,648
2022	$67,417	$62,912	$8,648	$4,505
2021	$98,157	$97,379	$2,026	$778
2020	$92,484	$94,695	$1,248	$-2,211
2019	$283,231	$229,998	$64,370	$53,233

Downtown Plano Arts And Heritage Foundation