Civic Intelligence

Preservation Dallas Inc

990 • Fiscal year 2018 • EIN 23-7258521

Jul 01, 2017 to Jun 30, 2018 • Filed on May 10, 2019

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

32nd percentile

0.02x

Higher debt load relative to assets than 32% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

42nd percentile

0.06x

Higher debt load relative to revenue than 42% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

30th percentile

-3.7%

Higher net margin than 30% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

56th percentile

$75,398

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 21.0% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

48th percentile

0.4%

Faster asset growth than 48% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

38th percentile

-0.5%

Faster revenue growth than 38% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,143,012

Down $27,370 (-2.3%) from 2016

Net Assets

Down

$1,120,541

Down $45,399 (-3.9%) from 2016

Liabilities

Up

$22,471

Up $18,029 (+406%) from 2016

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin30th percentile

Revenue

Down

$359,384

Down $87,279 (-20%) from 2016

Expenses

Up

$372,634

Up $23,275 (+6.7%) from 2016

Net Income

Down

-$13,250

Down $110,554 (-114%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2018

Assets$1,143,012
Liabilities$22,471
Net Assets$1,120,541
Open 2018 Filing

Operations Trend

Revenue Growth38th 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

2018

Revenue$359,384
Expenses$372,634
Net Income-$13,250
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 10, 2019
Return Version
2017v2.2
Gross Receipts
$399,374
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$778,537$796,968▲ $18,431
Savings and Temporary Cash Investments$200,845$188,315▼ $12,530
Cash and Non-Interest-Bearing Accounts$48,229$71,029▲ $22,800
Pledges and Grants Receivable$50,750$26,700▼ $24,050
Total Assets$1,138,361$1,143,012▲ $4,651
Other Assets Total$60,000$60,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$4,570$22,471▲ $17,901
Total Liabilities$4,570$22,471▲ $17,901
Net Assets / Fund Balance
Unrestricted Net Assets$841,085$840,301▼ $784
Temporarily Rstr Net Assets$232,706$220,240▼ $12,466
Permanently Rstr Net Assets$60,000$60,000→ $0
Total Net Assets Fund Balance$1,133,791$1,120,541▼ $13,250
Total Liabilities and Net Assets / Fund Balance$1,138,361$1,143,012▲ $4,651

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$60,000--
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseTotal
David PreziosiExecutive DirectorFT$75,398$75,398

Board Members and Trustees

NameTitle
Nicky Defreece EmeryPast President
Alicia Quintans - AiaPresident
Ann PiperTrustee
Betty ArlisTrustee
Buddy AppleTrustee
Carie GillespieTrustee
Carol RoarkTrustee
Christopher T HaleyTrustee
Craig Melde AiaTrustee
Crystal BellTrustee
Dave MillheiserTrustee
Diane ShermanTrustee
Dustin GadberryTrustee
Grayson HughesTrustee
Joan WalneTrustee
Julie TravisTrustee
Katy SladeTrustee
Michael FahrenbrookTrustee
Norm AlstonTrustee
Vanessa BakerTrustee
Will StovallSecretary
Joanna Hampton - AiaTreasurer
Kerry AdamsVP - Education
Alicia SchroedrVP - Membership/development
Leigh RichterVP - Preservation Issues
Alicia SchroederVP Membership
John Brown AiaVP-preservatin Issues
Revenue and Support

Revenue Composition

Contributions and Grants
$195,697
Program Service Revenue
$40,543
Investment Income
$39,811
Other Revenue
$83,333
All Other Contributions
$142,409
Change in Net Assets
$-13,250

Noncash Contribution Practices

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

Audited Revenue Reconciliation

Revenue per Audited Statements
$346,667
Revenue Not Reported on Financial Statements
$12,717
Revenue Not Reported on Form 990
$37,024
Other Revenue Adjustments
$2,976
Total Revenue per Audited Statements
$383,691
Total Revenue per Form 990
$359,384
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$191,206
Salaries, Compensation, and Employee Benefits$181,428
Total Fundraising Expense$47,826
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$60,034$25,014$15,009$100,057
Comp Disqual Persons$51,179$20,762$12,457$84,398
Current Officers, Directors, Trustees, and Key Employees$45,239$18,850$11,310$75,399
Fees for Services Other$30,695$1,000$6,065$37,760
Payroll Taxes$7,317$3,005$1,803$12,125
Fees for Services Accounting$0$11,325$0$11,325
Office Expenses$241$10,473$40$10,754
Fees for Service Investment Mgmnt Fees$0$9,741$0$9,741
Other Employee Benefits$0$9,506$0$9,506
Insurance$0$2,837$0$2,837
Travel$2,375$15$0$2,390
Other Expenses$945$555$0$1,500
Total Functional Expenses$207,117$117,691$47,826$372,634

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$396,941
Total Expenses per Form 990$372,634
Expenses per Audited Statements$359,917
Expenses Not Reported on Form 990$37,024
Expenses Not Reported on Financial Statements$12,717
Other Expense Adjustments$2,976
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$119,112
Fundraising Direct Expenses$37,024
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
2019-05-10
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
4
Volunteers
100

Preparer

Firm
Robert S Cooper Pc
Address
5050 QUORUM DRIVE SUITE 700 150, DALLAS, TX 75254-1410
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 benefits - newletters, tours and seminars on 127382. 0. 70693.”

Financial Statement Notes

Pt XI, Line 2D

“EVENT EXPENSES - $37,024”

Pt XII, Line 2D

“EVENT EXPENSES - $37,024”

Pt XI, Line 4B

“RECLASS ITEMS $2,976”

Pt XII, Line 4B

“RECLASS ITEMS $2,976”

Raw XML AppendixShowing 400 of 616 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP - PRESERVATION ISSUES
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP-PRESERVATIN ISSUES
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP - EDUCATION
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP - MEMBERSHIP/DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP MEMBERSHIP
IRS990/Form990PartVIISectionAGrp/TitleTxt9SECRETARY
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/Form990PartVIISectionAGrp/TitleTxt25TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt26TRUSTEE
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IRS990/FundraisingActivitiesInd0true
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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
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IRS990/GrossSalesOfInventoryAmt04211
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IRS990/IndependentAuditFinclStmtInd0true
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IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
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IRS990/MembershipDuesAmt053288
IRS990/MembersOrStockholdersInd0false
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt115530

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,143,012
Liabilities
$22,471
Net assets
$1,120,541
Revenue
$359,384
Expenses
$372,634
Net income
-$13,250
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
2018Detailed filing. Detailed filing data is available for this year.$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