Civic Intelligence

Preservation Dallas Inc

990 • Fiscal year 2016 • EIN 23-7258521

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 13, 2017

Organization ProfileN/A
2922 Swiss AvenueDallas, TX 75204

(214) 821-3290

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

21st percentile

0.01x

Higher debt load relative to revenue than 21% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

81st percentile

22%

Higher net margin than 81% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$71,898

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 16.1% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

71st percentile

9.1%

Faster asset growth than 71% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

84th percentile

33%

Faster revenue growth than 84% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$1,170,382

Up $97,977 (+9.1%) from 2015

Net Assets

Up

$1,165,940

Up $97,304 (+9.1%) from 2015

Liabilities

Up

$4,442

Up $673 (+18%) from 2015

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin81st percentile

Revenue

Up

$446,663

Up $109,957 (+33%) from 2015

Expenses

Down

$349,359

Down $37,307 (-9.6%) from 2015

Net Income

Up

$97,304

Up $147,264 (+295%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2010: $743,198Liabilities 2010: $2,128Net Assets 2010: $741,0702010Assets 2013: $858,770Liabilities 2013: $5,169Net Assets 2013: $853,6012013Assets 2014: $1,127,105Liabilities 2014: $8,509Net Assets 2014: $1,118,5962014Assets 2015: $1,072,405Liabilities 2015: $3,769Net Assets 2015: $1,068,6362015Assets 2016: $1,170,382Liabilities 2016: $4,442Net Assets 2016: $1,165,9402016Assets 2018: $1,143,012Liabilities 2018: $22,471Net Assets 2018: $1,120,5412018Assets 2019: $1,268,513Liabilities 2019: $5,160Net Assets 2019: $1,263,3532019Assets 2022: $1,063,281Liabilities 2022: $44,173Net Assets 2022: $1,019,1082022Assets 2024: $1,013,776Liabilities 2024: $38,840Net Assets 2024: $974,9362024

Highlighted filing

2016

Assets$1,170,382
Liabilities$4,442
Net Assets$1,165,940
Open 2016 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2010: $332,782Expenses 2010: $266,127Net Income 2010: $66,6552010Expenses 2013: $263,5512013Revenue 2014: $591,852Expenses 2014: $326,857Net Income 2014: $264,9952014Revenue 2015: $336,706Expenses 2015: $386,666Net Income 2015: -$49,9602015Revenue 2016: $446,663Expenses 2016: $349,359Net Income 2016: $97,3042016Revenue 2018: $359,384Expenses 2018: $372,634Net Income 2018: -$13,2502018Revenue 2019: $501,752Expenses 2019: $358,940Net Income 2019: $142,8122019Revenue 2022: $399,968Expenses 2022: $1,095,217Net Income 2022: -$695,2492022Revenue 2024: $482,119Expenses 2024: $529,105Net Income 2024: -$46,9862024

Highlighted filing

2016

Revenue$446,663
Expenses$349,359
Net Income$97,304
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 13, 2017
Return Version
2015v3.0
Gross Receipts
$473,264
Mission and Program Overview

Mission

Education and advocate for

Education and advocate for historic building preservation

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$737,684$748,170▲ $10,486
Savings and Temporary Cash Investments$156,816$241,187▲ $84,371
Cash and Non-Interest-Bearing Accounts$82,770$89,920▲ $7,150
Pledges and Grants Receivable$33,850$30,855▼ $2,995
Land, Buildings, and Equipment, Net$1,285$250▼ $1,035
Total Assets$1,072,405$1,170,382▲ $97,977
Other Assets Total$60,000$60,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$3,769$4,442▲ $673
Total Liabilities$3,769$4,442▲ $673
Net Assets / Fund Balance
Unrestricted Net Assets$833,952$836,817▲ $2,865
Temporarily Rstr Net Assets$174,684$269,123▲ $94,439
Permanently Rstr Net Assets$60,000$60,000→ $0
Total Net Assets Fund Balance$1,068,636$1,165,940▲ $97,304
Total Liabilities and Net Assets / Fund Balance$1,072,405$1,170,382▲ $97,977

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$250$31,612-
Other Assets Org$60,000--
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseTotal
David PreziosiExecutive DirectorFT$71,898$71,898

Board Members and Trustees

NameTitle
Jann Patterson MackeyPast President
Buddy ApplePresident
Betty ArtisTrustee
Carol RoarkTrustee
Carrie PattersonTrustee
Christopher T HaleyTrustee
Craig MeldeTrustee
Diane ShermanTrustee
Frances GonzalezTrustee
Grayson HughesTrustee
Joan WalneTrustee
Joanna HamptonTrustee
Julie TravisTrustee
Katy SladeTrustee
Michael FahrenbrookTrustee
Nancy MccoyTrustee
Vanessa BakerTrustee
Yolanda Lawson MdTrustee
Will StovalSecretary
Jonathan BullTreasurer
Alicia QuintansVP - Education
Nicky Defreece EmeryVP - Preservation Issues
Scott PorterVP - Preservation Issues
Natalie WestbrookVP Membership
Revenue and Support

Revenue Composition

Contributions and Grants
$281,575
Program Service Revenue
$44,154
Investment Income
$36,292
Other Revenue
$84,642
All Other Contributions
$229,935
Change in Net Assets
$97,304

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$80,543Fair Market Value (FMV)- Donor
Total Noncash Contributions1$80,543-

Audited Revenue Reconciliation

Revenue per Audited Statements
$446,663
Revenue Not Reported on Form 990
$25,775
Total Revenue per Audited Statements
$472,438
Total Revenue per Form 990
$446,663
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$181,282
Salaries, Compensation, and Employee Benefits$168,077
Total Fundraising Expense$40,186
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$56,221$23,425$14,055$93,701
Comp Disqual Persons$46,854$19,522$11,714$78,090
Current Officers, Directors, Trustees, and Key Employees$43,139$17,974$10,785$71,898
Fees for Services Other$41,309$0$1,523$42,832
Payroll Taxes$7,191$2,996$1,798$11,985
Fees for Services Accounting$0$11,460$0$11,460
Office Expenses$1,296$7,421$118$8,835
Fees for Service Investment Mgmnt Fees$0$8,833$0$8,833
Other Employee Benefits$0$6,104$0$6,104
Insurance$150$2,269$38$2,457
Travel$0$2,072$0$2,072
Depreciation Depletion$621$259$155$1,035
Other Expenses$792$115$0$907
Total Functional Expenses$200,816$108,357$40,186$349,359

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$375,134
Expenses per Audited Statements$349,359
Total Expenses per Form 990$349,359
Expenses Not Reported on Form 990$25,775
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$108,466
Fundraising Direct Expenses$24,643
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Preservation Award----
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Preservation Dallas Inc
EIN
23-7258521
Phone
2148213290
Address
2922 SWISS AVENUE, DALLAS, TX 75204

Signing Officer

Name
David Preziosi
Title
Executive Director
Phone
2148213290
Signed
2017-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Preziosi
Formed
1972
Legal Domicile
TX
Voting Board Members
26
Independent Board Members
26
Employees
3
Volunteers
75

Preparer

Firm
Robert S Cooper Pc
Address
5580 PETERSON LANE SUITE 135, DALLAS, TX 75240-5267
Preparer
Robert S Cooper CPA
Phone
2147345669
Supplemental Narrative

Additional Explanations

Pt VI, Line 15A

“Set by executive committe and voted on by entire board.”

Pt VI, Line 11B

“Tax return reviewed by executive director before filing”

Pt VI, Line 11B

“and to agree to independent auditor financial report.”

Form 990EZ, Part II, Line 24

“ACCOUNTS RECEIVABLE”

Form 990EZ, Part II, Line 24

“Donated assets - collectibles”

Form 990EZ, Part II, Line 24

“Investments - traded securities”

Form 990EZ, Part II, Line 26

“Accounts Payable & Accrued Expenses”

Form 990, Part III, Line 4D

“Member beefits - newletters, tours and seminars on 55352. 0. 0.”

Financial Statement Notes

Pt XI, Line 2D

“Event expenses - $24,643, misc $1,132”

Pt XII, Line 2D

“Event expenses - $24,643, misc $1,132”

Raw XML AppendixShowing 400 of 563 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt03769
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt04442
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Education and advocate for historic building preservation
IRS990/AllOtherContributionsAmt0229935
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0DAVID PREZIOSI
IRS990/BooksInCareOfDetail/PhoneNum02148213290
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02922 Swiss Ave
IRS990/BooksInCareOfDetail/USAddress/CityNm0Dallas
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0752045962
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt082770
IRS990/CashNonInterestBearingGrp/EOYAmt089920
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt010785
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt017974
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt043139
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt071898
IRS990/CompDisqualPersonsGrp/FundraisingAmt011714
IRS990/CompDisqualPersonsGrp/ManagementAndGeneralAmt019522
IRS990/CompDisqualPersonsGrp/ProgramServicesAmt046854
IRS990/CompDisqualPersonsGrp/TotalAmt078090
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt01958
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0281575
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt036292
IRS990/CYOtherExpensesAmt0181282
IRS990/CYOtherRevenueAmt084642
IRS990/CYProgramServiceRevenueAmt044154
IRS990/CYRevenuesLessExpensesAmt097304
IRS990/CYSalariesCompEmpBnftPaidAmt0168077
IRS990/CYTotalExpensesAmt0349359
IRS990/CYTotalFundraisingExpenseAmt040186
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0446663
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt0155
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0259
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0621
IRS990/DepreciationDepletionGrp/TotalAmt01035
IRS990/Desc0INTOWN LIVING CENTER - FOCUSES ON THE AMENITIS & BENEFITS OF LIVING IN HISTORIC AND INNER-CITY NEIGHBORHOODS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt038772
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt011460
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt011460
IRS990/FeesForServicesOtherGrp/FundraisingAmt01523
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt041309
IRS990/FeesForServicesOtherGrp/TotalAmt042832
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt08833
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt08833
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt310.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt201
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt211
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt221
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt231
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt241
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd23X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID PREZIOSI
IRS990/Form990PartVIISectionAGrp/PersonNm1BUDDY APPLE
IRS990/Form990PartVIISectionAGrp/PersonNm2NICKY DEFREECE EMERY
IRS990/Form990PartVIISectionAGrp/PersonNm3SCOTT PORTER
IRS990/Form990PartVIISectionAGrp/PersonNm4ALICIA QUINTANS
IRS990/Form990PartVIISectionAGrp/PersonNm5NATALIE WESTBROOK
IRS990/Form990PartVIISectionAGrp/PersonNm6JONATHAN BULL
IRS990/Form990PartVIISectionAGrp/PersonNm7WILL STOVAL
IRS990/Form990PartVIISectionAGrp/PersonNm8JANN PATTERSON MACKEY
IRS990/Form990PartVIISectionAGrp/PersonNm9BETTY ARTIS
IRS990/Form990PartVIISectionAGrp/PersonNm10VANESSA BAKER
IRS990/Form990PartVIISectionAGrp/PersonNm11MICHAEL FAHRENBROOK
IRS990/Form990PartVIISectionAGrp/PersonNm12FRANCES GONZALEZ
IRS990/Form990PartVIISectionAGrp/PersonNm13CHRISTOPHER T HALEY
IRS990/Form990PartVIISectionAGrp/PersonNm14JOANNA HAMPTON
IRS990/Form990PartVIISectionAGrp/PersonNm15GRAYSON HUGHES
IRS990/Form990PartVIISectionAGrp/PersonNm16YOLANDA LAWSON MD
IRS990/Form990PartVIISectionAGrp/PersonNm17NANCY MCCOY
IRS990/Form990PartVIISectionAGrp/PersonNm18CRAIG MELDE
IRS990/Form990PartVIISectionAGrp/PersonNm19CARRIE PATTERSON
IRS990/Form990PartVIISectionAGrp/PersonNm20CAROL ROARK
IRS990/Form990PartVIISectionAGrp/PersonNm21DIANE SHERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm22KATY SLADE
IRS990/Form990PartVIISectionAGrp/PersonNm23JULIE TRAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm24JOAN WALNE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt071898
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP - PRESERVATION ISSUES
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP - PRESERVATION ISSUES
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP - EDUCATION
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP MEMBERSHIP
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt8PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01972
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt024643
IRS990/FundraisingGrossIncomeAmt0108466
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt026
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0473264
IRS990/GrossSalesOfInventoryAmt02777
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt026
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt038
IRS990/InsuranceGrp/ManagementAndGeneralAmt02269
IRS990/InsuranceGrp/ProgramServicesAmt0150
IRS990/InsuranceGrp/TotalAmt02457
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt036292
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0737684
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0748170
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt031612
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01285
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0250
IRS990/LandBldgEquipCostOrOtherBssAmt031862
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt051640
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Education and advocate for
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01068636
IRS990/NetAssetsOrFundBalancesEOYAmt01165940
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt083823
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt083823
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0819
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0819
IRS990/NoncashContributionsAmt080543
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt014055
IRS990/OccupancyGrp/ManagementAndGeneralAmt023425
IRS990/OccupancyGrp/ProgramServicesAmt056221
IRS990/OccupancyGrp/TotalAmt093701
IRS990/OfficeExpensesGrp/FundraisingAmt0118
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07421
IRS990/OfficeExpensesGrp/ProgramServicesAmt01296
IRS990/OfficeExpensesGrp/TotalAmt08835
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt060000
IRS990/OtherAssetsTotalGrp/EOYAmt060000
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06104
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt06104
IRS990/OtherExpensesGrp/Desc0MERCHANT FEES
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2MEMBERSHIP EXPENSES
IRS990/OtherExpensesGrp/Desc3CONTINUING EDUCATION
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04080
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11827
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3115
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt1710
IRS990/OtherExpensesGrp/ProgramServicesAmt22533
IRS990/OtherExpensesGrp/ProgramServicesAmt3792
IRS990/OtherExpensesGrp/TotalAmt04080
IRS990/OtherExpensesGrp/TotalAmt12537
IRS990/OtherExpensesGrp/TotalAmt22533
IRS990/OtherExpensesGrp/TotalAmt3907
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01798
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02996
IRS990/PayrollTaxesGrp/ProgramServicesAmt07191
IRS990/PayrollTaxesGrp/TotalAmt011985
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt060000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt060000
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt033850
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt030855
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DAVID PREZIOSI
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0Expense Reimbursement
IRS990/ProgramServiceRevenueGrp/Desc1Historic Home Seminar
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt025706
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt118448
IRS990/ProgSrvcAccomActy2Grp/Desc0TECHNICAL ASSISTANCE/RESOURCE LIBRARY HELPS THOSE INVOLVED REHABILITATION OF HISTORIC BLDGS TO FIND TOOLS AND INFO ABOUT TECHNIQUES, SERVICES AND OTHER RESOURCES
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt080918
IRS990/ProgSrvcAccomActy3Grp/Desc0WILSON BLOCK TOURS - INTRODUCES VISITORS AND CURRENT RESIDENTS OF DALLAS TO THE WILSON HISTORIC DISTRICT THRU AND WALKING TOURS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt025774
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Member beefits - newletters, tours and seminars on signicant achitectural sites.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt055352
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0164615
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt015955
IRS990/PYOtherExpensesAmt0220517
IRS990/PYOtherRevenueAmt0113114
IRS990/PYProgramServiceRevenueAmt043022
IRS990/PYRevenuesLessExpensesAmt0-49960
IRS990/PYSalariesCompEmpBnftPaidAmt0166149
IRS990/PYTotalExpensesAmt0386666
IRS990/PYTotalRevenueAmt0336706
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt097304
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0156816
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0241187
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0107176
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0160651
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0131627
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0120019
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0114685
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0634158
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt022542
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt022706
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt075408
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt048066
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt031185
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0199907
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0109284
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0133664
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0143745
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0147583
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0167286
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0701562
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt022542

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,170,382
Liabilities
$4,442
Net assets
$1,165,940
Revenue
$446,663
Expenses
$349,359
Net income
$97,304
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.04$0.97$0.48$0.53$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.04$1.02$0.40$1.10$0.70
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.01$1.26$0.50$0.36$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.02$1.12$0.36$0.37$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.45$0.35$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.34$0.39$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.13$0.01$1.12$0.59$0.33$0.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.01$0.85$0.26
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.00$0.74$0.33$0.27$0.07