Civic Intelligence

Plano Chamber of Commerce

EIN 75-0717348 • 501(c)6 • Plano, TX

Profile

The plano chamber of commerce is organized to advance the general welfare and prosperity of plano and collin county so that the business community and its citizens shall prosper. (continued on schedule o)further, the chamber strives to deliver through its programs and through the efforts of its volunteers, a high quality of life for the citizens of plano and collin county.

5400 Independence Parkway 200Plano, TX 75023

www.planochamber.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

73rd percentile

0.33x

Higher debt load relative to assets than 73% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

81st percentile

0.47x

Higher debt load relative to revenue than 81% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Net Margin

9th percentile

-16%

Higher net margin than 9% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

63rd percentile

$176,688

Higher top officer pay than 63% of similar nonprofits.

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

501(c)6 • $1M-$5M nonprofits • Source year 2025

Asset Growth

11th percentile

-13%

Faster asset growth than 11% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

37th percentile

1.3%

Faster revenue growth than 37% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$1,540,641

Down $240,354 (-13%) from 2024

Liabilities

Down

$514,652

Down $121,675 (-19%) from 2024

Net Assets

Down

$1,025,989

Down $118,679 (-10%) from 2024

Revenue

Up

$1,096,347

Up $13,868 (+1.3%) from 2024

Expenses

Down

$1,270,153

Down $43,755 (-3.3%) from 2024

Net Income

Up

-$173,806

Up $57,623 (+25%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $515,236Liabilities 2011: $268,655Net Assets 2011: $246,5812011Assets 2012: $546,456Liabilities 2012: $298,082Net Assets 2012: $248,3742012Assets 2013: $584,287Liabilities 2013: $333,675Net Assets 2013: $250,6122013Assets 2014: $633,684Liabilities 2014: $349,720Net Assets 2014: $283,9642014Assets 2015: $762,418Liabilities 2015: $429,913Net Assets 2015: $332,5052015Assets 2016: $827,784Liabilities 2016: $440,692Net Assets 2016: $387,0922016Assets 2017: $1,599,237Liabilities 2017: $454,347Net Assets 2017: $1,144,8902017Assets 2018: $1,665,704Liabilities 2018: $517,833Net Assets 2018: $1,147,8712018Assets 2019: $1,691,448Liabilities 2019: $485,274Net Assets 2019: $1,206,1742019Assets 2020: $1,638,843Liabilities 2020: $381,045Net Assets 2020: $1,257,7982020Assets 2021: $1,765,387Liabilities 2021: $542,670Net Assets 2021: $1,222,7172021Assets 2022: $1,786,870Liabilities 2022: $499,195Net Assets 2022: $1,287,6752022Assets 2023: $1,856,132Liabilities 2023: $597,716Net Assets 2023: $1,258,4162023Assets 2024: $1,780,995Liabilities 2024: $636,327Net Assets 2024: $1,144,6682024Assets 2025: $1,540,641Liabilities 2025: $514,652Net Assets 2025: $1,025,9892025

Highlighted filing

2025

Assets$1,540,641
Liabilities$514,652
Net Assets$1,025,989

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2011: $743,818Expenses 2011: $689,432Net Income 2011: $54,3862011Revenue 2012: $708,166Expenses 2012: $706,373Net Income 2012: $1,7932012Revenue 2013: $791,985Expenses 2013: $789,747Net Income 2013: $2,2382013Revenue 2014: $880,150Expenses 2014: $846,798Net Income 2014: $33,3522014Revenue 2015: $1,061,918Expenses 2015: $1,013,377Net Income 2015: $48,5412015Revenue 2016: $1,118,540Expenses 2016: $1,063,953Net Income 2016: $54,5872016Revenue 2017: $1,955,911Expenses 2017: $1,198,113Net Income 2017: $757,7982017Revenue 2018: $1,311,474Expenses 2018: $1,315,178Net Income 2018: -$3,7042018Revenue 2019: $1,331,302Expenses 2019: $1,334,177Net Income 2019: -$2,8752019Revenue 2020: $1,146,338Expenses 2020: $1,147,962Net Income 2020: -$1,6242020Revenue 2021: $802,530Expenses 2021: $939,395Net Income 2021: -$136,8652021Revenue 2022: $1,360,150Expenses 2022: $1,200,659Net Income 2022: $159,4912022Revenue 2023: $1,158,891Expenses 2023: $1,173,922Net Income 2023: -$15,0312023Revenue 2024: $1,082,479Expenses 2024: $1,313,908Net Income 2024: -$231,4292024Revenue 2025: $1,096,347Expenses 2025: $1,270,153Net Income 2025: -$173,8062025

Highlighted filing

2025

Revenue$1,096,347
Expenses$1,270,153
Net Income-$173,806

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.54$0.51$1.03$1.10$1.27$0.17
2024Detailed filing. Detailed filing data is available for this year.$1.78$0.64$1.14$1.08$1.31$0.23
2023Detailed filing. Detailed filing data is available for this year.$1.86$0.60$1.26$1.16$1.17$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.79$0.50$1.29$1.36$1.20$0.16
2021Detailed filing. Detailed filing data is available for this year.$1.77$0.54$1.22$0.80$0.94$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.64$0.38$1.26$1.15$1.15$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.69$0.49$1.21$1.33$1.33$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.67$0.52$1.15$1.31$1.32$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.60$0.45$1.14$1.96$1.20$0.76
2016Detailed filing. Detailed filing data is available for this year.$0.83$0.44$0.39$1.12$1.06$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.76$0.43$0.33$1.06$1.01$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.63$0.35$0.28$0.88$0.85$0.03
2013Summary only. Only limited summary data is available for this year.$0.58$0.33$0.25$0.79$0.79$0.00
2012Summary only. Only limited summary data is available for this year.$0.55$0.30$0.25$0.71$0.71$0.00
2011Summary only. Only limited summary data is available for this year.$0.52$0.27$0.25$0.74$0.69$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 4, 2025
Return Version
2024v5.2
Gross Receipts
$1,096,347
Mission and Program Overview

Mission

The plano chamber of commerce is organized to advance the general welfare and prosperity of plano and collin county so that the business community and its citizens shall prosper. Further, the chamber strives to deliver through its programs and through the efforts of its volunteers, a high quality of life for the citizens of plano and collin county.

Provides resources to maximize business development through advocacy, education, innovation, and collaboration

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$945,036$975,886▲ $30,850
Savings and Temporary Cash Investments$462,653$283,637▼ $179,016
Land, Buildings, and Equipment, Net$143,271$120,851▼ $22,420
Accounts Receivable$78,674$78,703▲ $29
Cash and Non-Interest-Bearing Accounts$65,620$36,796▼ $28,824
Prepaid Expenses and Deferred Charges$10,386$5,210▼ $5,176
Total Assets$1,780,995$1,540,641▼ $240,354
Other Assets Total$75,355$39,558▼ $35,797
Liabilities
Deferred Revenue$430,943$401,145▼ $29,798
Accounts Payable and Accrued Expenses$129,586$73,641▼ $55,945
Other Liabilities$75,798$39,866▼ $35,932
Total Liabilities$636,327$514,652▼ $121,675
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,144,668$1,025,989▼ $118,679
Total Net Assets Fund Balance$1,144,668$1,025,989▼ $118,679
Total Liabilities and Net Assets / Fund Balance$1,780,995$1,540,641▼ $240,354

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$92,787$135,835$228,622
Equipment$28,064$148,802$176,866
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kelle MarsalisPresident/CEOFT$136,250$40,438$176,688

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$710,230
Program Service Revenue
$289,806
Investment Income
$41,624
Other Revenue
$54,687
All Other Contributions
$5,168
Change in Net Assets
$-173,806

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,089,430
Revenue Not Reported on Financial Statements
$6,917
Revenue Not Reported on Form 990
$55,127
Total Revenue per Audited Statements
$1,144,557
Total Revenue per Form 990
$1,096,347
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$741,489
Other Expenses$528,664
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$465,084
Current Officers, Directors, Trustees, and Key Employees---$184,413
Payroll Taxes---$54,274
All Other Expenses---$46,758
Office Expenses---$43,076
Other Expenses---$36,347
Occupancy---$31,695
Other Employee Benefits---$30,254
Information Technology---$30,013
Depreciation Depletion---$27,261
Fees for Services Accounting---$25,000
Fees for Services Other---$14,119
Pension Plan Contributions---$7,464
Fees for Service Investment Mgmnt Fees---$6,917
Insurance---$3,363
Advertising---$769
Total Functional Expenses$0$0$0$1,270,153

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,270,153
Expenses per Audited Statements$1,263,236
Total Expenses per Audited Statements$1,263,236
Expenses Not Reported on Financial Statements$6,917
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liabilities$33,013
Capital Lease Obligation$6,853
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The organization's tax return is prepared by a cpa firm who furnishes a draft of the return to the committee. After their approval, a final copy is furnished to the board of directors of the plano chamber of commerce.

Form 990, Part VI, Section B, Line 12C

At the first board meeting of the new fiscal year, each member is given a conflict of interest statement to sign and return.

Form 990, Part VI, Section B, Line 15

The plano chamber of commerce executive committee annually reviews the performance of the officer for possible compensation adjustment. Input is sought from additional persons outside of the executive committee for advice on the human resources and legal issues. Comparability data for other local area chamber executives is also incorporated into the review process. Finally, a revised compensation agreement is drafted and discussed with the officer.

Form 990, Part VI, Section C, Line 19

The plano chamber of commerce keeps all of the documents at the accounting office and they are made available upon request. There is also a notice on the website stating that the documents are available for review upon request.

Filing and Contact Details

Filer

Filer Name
Plano Chamber of Commerce
EIN
75-0717348
Phone
9724247547
Address
5400 INDEPENDENCE PARKWAY 200, PLANO, TX 75023

Signing Officer

Name
Kelle Marsalis
Title
President/CEO
Phone
9724247547
Signed
2025-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kelle Marsalis
Formed
1969
Legal Domicile
TX
Voting Board Members
27
Independent Board Members
27
Employees
14
Volunteers
70

Preparer

Firm
Lane Gorman Trubitt LLC
Address
2626 HOWELL ST SUITE 700, DALLAS, TX 75204
Preparer
Kevin Warneke
Phone
2148717500
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

Committee's oversight and selection process the organization has a committee that assumes responsibility of the oversight of the audit and selection of an independent accountant. There was no change to the process during the year.

Financial Statement Notes

PART X, LINE 2:

The chamber is a not-for-profit organization exempt from federal income tax under section 501(c)(6) of the internal revenue code, except to the extent it has unrelated business income. Should the chamber engage in activities unrelated to the purpose for which it was created, taxable income could result. Certain activities of the chamber such as advertising sales for the membership directory and map, room rentals, and online advertisements are subject to unrelated business income tax. These income taxes are immaterial to the financial statements. Gaap requires the evaluation of tax positions taken or expected to be taken in the course of preparing the chamber's financial statements to determine whether the tax positions are more likely than not of being sustained by the applicable tax authority. Tax positions not deemed to meet the more likely than not threshold would be recorded as a tax benefit or expense in the current year. A reconciliation is not provided herein, as the beginning and ending amounts of unrecognized benefits are zero, with no interim additions, reductions, or settlements. However, the conclusions regarding accounting for uncertainty in income taxes will be subject to review and may be adjusted at a later date based on factors including, but not limited to, ongoing analysis of tax laws, regulations, and interpretations thereof. The chamber's informational returns filed in the u.s. Federal jurisdiction are generally subject to examination for three years after the later of the due date or date of filing.

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt270
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IRS990/Form990PartVIISectionAGrp/PersonNm2RUSSEL DUBREE
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID DOWNS
IRS990/Form990PartVIISectionAGrp/PersonNm4CRYSTAL CLAYTON
IRS990/Form990PartVIISectionAGrp/PersonNm5RUSS BURCH
IRS990/Form990PartVIISectionAGrp/PersonNm6NICK WEANDER 7124-8124
IRS990/Form990PartVIISectionAGrp/PersonNm7KATIE HERTEL 8124 - CURRENT
IRS990/Form990PartVIISectionAGrp/PersonNm8VINCENT ALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm9REBEKAH ARRENDONDO
IRS990/Form990PartVIISectionAGrp/PersonNm10DIONE BEILGARD
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IRS990/Form990PartVIISectionAGrp/PersonNm12CATHERINE BYWATERS
IRS990/Form990PartVIISectionAGrp/PersonNm13BEN COOGAN
IRS990/Form990PartVIISectionAGrp/PersonNm14KELBI CULWELL
IRS990/Form990PartVIISectionAGrp/PersonNm15AMANDA DEL CASTILLO
IRS990/Form990PartVIISectionAGrp/PersonNm16ERIC DANIELSON
IRS990/Form990PartVIISectionAGrp/PersonNm17TIFFANY FERRIS
IRS990/Form990PartVIISectionAGrp/PersonNm18CHRISTOPHER GARZA
IRS990/Form990PartVIISectionAGrp/PersonNm19PAUL HERNANDEZ
IRS990/Form990PartVIISectionAGrp/PersonNm20MISTY HOYT
IRS990/Form990PartVIISectionAGrp/PersonNm21MANISH MANGAL
IRS990/Form990PartVIISectionAGrp/PersonNm22GRAHAM PERRY
IRS990/Form990PartVIISectionAGrp/PersonNm23JOLENE RISCH
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IRS990/Form990PartVIISectionAGrp/PersonNm25KELSEL THOMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm26CHRISTOPHER WALKER
IRS990/Form990PartVIISectionAGrp/PersonNm27PAMELA ZEIGLER- PETTY
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
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IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE-CHAIR
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IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6PUBLIC POLICY CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7PUBLIC POLICY CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28PRESIDENT/CEO
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IRS990/MissionDesc0THE PLANO CHAMBER OF COMMERCE IS ORGANIZED TO ADVANCE THE GENERAL WELFARE AND PROSPERITY OF PLANO AND COLLIN COUNTY SO THAT THE BUSINESS COMMUNITY AND ITS CITIZENS SHALL PROSPER. (CONTINUED ON SCHEDULE O)FURTHER, THE CHAMBER STRIVES TO DELIVER THROUGH ITS PROGRAMS AND THROUGH THE EFFORTS OF ITS VOLUNTEERS, A HIGH QUALITY OF LIFE FOR THE CITIZENS OF PLANO AND COLLIN COUNTY.
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IRS990/OtherExpensesGrp/Desc3PROFESSIONAL DEVELOPMEN
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