PLANO WORKS LEADERSHIP FOUNDATION

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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

2021

Legal Domicile

Principal Officer

KELLE MARSALIS

Phone

9724247547

Tax Period

2023-07-01 to 2024-06-30

PLANO WORKS LEADERSHIP FOUNDATION, founded in 2021, is a small nonprofit in the Education sector that reported $246K in total revenue in fiscal year 2023. Revenue surged 88% from the prior year, signaling strong growth momentum. The organization ran a surplus of $112K, a strong 45% operating margin.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $126,606 Revenue: $154,968

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.

Program 2

Expenses: $8,000

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.

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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 (2023)

Revenue Breakdown

Contributions & Grants $91,164

Program Service Revenue $154,968

Investment Income $252

Other Revenue $0

TOTAL REVENUE $246,384

Expense Breakdown

Grants Paid $1,175

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $134,606

Other Expenses $133,431

TOTAL EXPENSES $134,606

Year-over-Year Comparison

	2023	2022	Change
Revenue	$246,384	$131,122	+0.9%
Expenses	$134,606	$112,422	+0.2%
Net Income	$111,778	$18,700	+5.0%

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

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

$161,721

Total Directors