Civic Intelligence

Preservation Dallas Inc

990 • Fiscal year 2020 • EIN 23-7258521

Jul 01, 2019 to Jun 30, 2020 • Filed on May 09, 2021

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

31st percentile

0.02x

Higher debt load relative to assets than 31% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

34th percentile

0.05x

Higher debt load relative to revenue than 34% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

87th percentile

42%

Higher net margin than 87% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

58th percentile

$77,660

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 13.7% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

72nd percentile

21%

Faster asset growth than 72% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

69th percentile

13%

Faster revenue growth than 69% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,530,589

Up $262,076 (+21%) from 2019

Net Assets

Up

$1,500,734

Up $237,381 (+19%) from 2019

Liabilities

Up

$29,855

Up $24,695 (+479%) from 2019

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin87th percentile

Revenue

Up

$566,324

Up $64,572 (+13%) from 2019

Expenses

Down

$328,943

Down $29,997 (-8.4%) from 2019

Net Income

Up

$237,381

Up $94,569 (+66%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$2.0M$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 2020: $1,530,589Liabilities 2020: $29,855Net Assets 2020: $1,500,7342020Assets 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

2020

Assets$1,530,589
Liabilities$29,855
Net Assets$1,500,734
Open 2020 Filing

Operations Trend

Revenue Growth69th 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 2020: $566,324Expenses 2020: $328,943Net Income 2020: $237,3812020Revenue 2022: $399,968Expenses 2022: $1,095,217Net Income 2022: -$695,2492022Revenue 2024: $482,119Expenses 2024: $529,105Net Income 2024: -$46,9862024

Highlighted filing

2020

Revenue$566,324
Expenses$328,943
Net Income$237,381
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 9, 2021
Return Version
2019v5.1
Gross Receipts
$574,283
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$810,402$750,838▼ $59,564
Savings and Temporary Cash Investments$321,989$453,248▲ $131,259
Cash and Non-Interest-Bearing Accounts$51,622$241,845▲ $190,223
Pledges and Grants Receivable$24,500$24,500→ $0
Accounts Receivable-$158-
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$1,268,513$1,530,589▲ $262,076
Other Assets Total$60,000$60,000→ $0
Liabilities
Unsecured Notes Loans Payable-$26,800-
Accounts Payable and Accrued Expenses$5,160$3,055▼ $2,105
Total Liabilities$5,160$29,855▲ $24,695
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$983,113$1,047,486▲ $64,373
Net Assets With Donor Restrictions$280,240$453,248▲ $173,008
Total Net Assets Fund Balance$1,263,353$1,500,734▲ $237,381
Total Liabilities and Net Assets / Fund Balance$1,268,513$1,530,589▲ $262,076

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$32,202-
Other Assets Org$60,000--
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseTotal
David PreziosiExecutive DirectorFT$77,660$77,660

Board Members and Trustees

NameTitle
John BrownPreservation Issues - Co Chair
Jaonna HamptonPast President
Will StovallPresident
Charles BrowerTrustee
Chris BowersTrustee
Christopher T HaleyTrustee
Crystal BellTrustee
Diane ShermanTrustee
Dustin GadberryTrustee
Fred PenaTrustee
George Keaton JrTrustee
Jason HarperTrustee
Joan WaineTrustee
Juanita NanezTrustee
Nick BrooksTrustee
Norm AlstonTrustee
Morgan HarrisonPdyp Representative
Eika HuddlestonSecretary
Jamie SlageTreasurer
Leigh RichterV-p Preservation Issues
Vanessa BakerVP - Education
Dave MillheiserVP Membership/development
Revenue and Support

Revenue Composition

Contributions and Grants
$464,392
Program Service Revenue
$40,890
Investment Income
$19,848
Other Revenue
$41,194
All Other Contributions
$416,625
Change in Net Assets
$237,381

Noncash Contribution Practices

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

Major Expense Lines

Line ItemAmount
Other Expenses$181,720
Salaries, Compensation, and Employee Benefits$147,223
Total Fundraising Expense$36,599
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$60,266$25,111$15,066$100,443
Current Officers, Directors, Trustees, and Key Employees$46,596$19,415$11,649$77,660
Comp Disqual Persons$28,960$12,067$7,240$48,267
Fees for Services Other$6,535$14,978$0$21,513
Fees for Services Accounting$0$12,600$0$12,600
Fees for Service Investment Mgmnt Fees$0$10,123$0$10,123
Payroll Taxes$5,575$2,323$1,394$9,292
Other Employee Benefits$5,003$2,085$1,250$8,338
All Other Expenses$584$3,729$0$4,313
Pension Plan Contributions$0$3,666$0$3,666
Insurance$0$3,222$0$3,222
Other Expenses$0$2,998$0$2,998
Travel$546$846$0$1,392
Total Functional Expenses$179,181$113,163$36,599$328,943
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$46,167
Fundraising Direct Expenses$6,282
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Achitectural Tour$24,135$24,135-$24,135
Preservation Award----
Total Events$24,135$24,135$6,056$18,079
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 35% controlled entity
No
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
2021-05-09
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
50

Preparer

Firm
Robert S Cooper Pc
Address
5050 QUORUM DRIVE SUITE 700 150, DALLAS, TX 75254
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 990, Part III, Line 4D

“Member benefits - newletters, tours and seminars on 97975. 0. 39427.”

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”

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IRS990/Form990PartVIISectionAGrp/TitleTxt4VP - EDUCATION
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP MEMBERSHIP/DEVELOPMENT
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IRS990/ProgramServiceRevenueGrp/Desc0Expense Reimbursement
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,530,589
Liabilities
$29,855
Net assets
$1,500,734
Revenue
$566,324
Expenses
$328,943
Net income
$237,381
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
2020Detailed filing. Detailed filing data is available for this year.$1.53$0.03$1.50$0.57$0.33$0.24
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