PLANO WORKS LEADERSHIP FOUNDATION (EIN 872579614) - 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

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.

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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

$161,721

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLE MARSALIS	PRESIDENT/CEO	5.00	Officer Director	$0	$16,314	$161,721
STEVE MCSWAIN	DIRECTOR	0.10	Director	$0	$0	$0
EMILY ZOOG	DIRECTOR	0.10	Director	$0	$0	$0
JOAN CETERA	DIRECTOR	0.10	Director	$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	No data	No data	No data	No data
2024	$246,384	$134,606	$173,873	$111,778

PLANO WORKS LEADERSHIP FOUNDATION