Civic Intelligence

The Plano Conservancy for Historic Preservation I

EIN 75-2920593 • 501(c)3 • Plano, TX

Profile

The Plano Conservancy for Historic Preservation, Inc., a Texas corporation 501 (c)(3) non-profit, is an organization dedicated to promoting civic pride in the past, to increasing preservation awareness through education and public outreach, and to providing financial assistance to protect and preserve our heritage resources for this and future generations.

PO Box 861810Plano, TX 75086-1810

planoconservancy.org

Siviq Scores

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

Liabilities / Assets

1st percentile

-0.00x

Higher debt load relative to assets than 1% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

1st percentile

-0.00x

Higher debt load relative to revenue than 1% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

34th percentile

-6.9%

Higher net margin than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

95th percentile

$58,516

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 16.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

37th percentile

-14%

Faster asset growth than 37% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

82nd percentile

42%

Faster revenue growth than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$346,134

Down $55,051 (-14%) from 2024

Liabilities

Up

-$74

Up $94 (+56%) from 2024

Net Assets

Down

$346,208

Down $55,145 (-14%) from 2024

Revenue

Up

$365,451

Up $108,440 (+42%) from 2024

Expenses

Up

$390,815

Up $158,673 (+68%) from 2024

Net Income

Down

-$25,364

Down $50,233 (-202%) from 2024

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0-$200KAssets 2011: $249,537Liabilities 2011: $3,501Net Assets 2011: $246,0362011Assets 2012: $221,816Liabilities 2012: $3,501Net Assets 2012: $218,3152012Assets 2013: $336,136Liabilities 2013: $3,482Net Assets 2013: $332,6542013Assets 2014: $432,923Liabilities 2014: $0Net Assets 2014: $432,9232014Assets 2015: $370,919Liabilities 2015: $2,475Net Assets 2015: $368,4442015Assets 2016: $335,199Liabilities 2016: $969Net Assets 2016: $334,2302016Assets 2017: $440,971Liabilities 2017: $2,917Net Assets 2017: $438,0542017Assets 2018: $348,994Liabilities 2018: $3,870Net Assets 2018: $345,1242018Assets 2019: $329,083Liabilities 2019: $2,760Net Assets 2019: $326,3232019Assets 2020: $325,755Liabilities 2020: $43,251Net Assets 2020: $282,5042020Assets 2021: $348,541Liabilities 2021: $306Net Assets 2021: $348,2352021Assets 2022: $338,619Liabilities 2022: $741Net Assets 2022: $337,8782022Assets 2023: $338,905Liabilities 2023: $673Net Assets 2023: $338,2322023Assets 2024: $401,185Liabilities 2024: -$168Net Assets 2024: $401,3532024Assets 2025: $346,134Liabilities 2025: -$74Net Assets 2025: $346,2082025

Highlighted filing

2025

Assets$346,134
Liabilities-$74
Net Assets$346,208

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $322,929Expenses 2011: $174,207Net Income 2011: $148,7222011Revenue 2012: $201,121Expenses 2012: $229,080Net Income 2012: -$27,9592012Revenue 2013: $325,395Expenses 2013: $211,534Net Income 2013: $113,8612013Revenue 2014: $364,047Expenses 2014: $267,260Net Income 2014: $96,7872014Revenue 2015: $287,520Expenses 2015: $349,524Net Income 2015: -$62,0042015Revenue 2016: $315,535Expenses 2016: $349,749Net Income 2016: -$34,2142016Revenue 2017: $408,968Expenses 2017: $304,994Net Income 2017: $103,9742017Revenue 2018: $138,196Expenses 2018: $217,762Net Income 2018: -$79,5662018Revenue 2019: $302,682Expenses 2019: $321,483Net Income 2019: -$18,8012019Revenue 2020: $295,683Expenses 2020: $339,592Net Income 2020: -$43,9092020Revenue 2021: $247,610Expenses 2021: $192,388Net Income 2021: $55,2222021Revenue 2022: $239,164Expenses 2022: $238,886Net Income 2022: $2782022Revenue 2023: $258,787Expenses 2023: $300,062Net Income 2023: -$41,2752023Revenue 2024: $257,011Expenses 2024: $232,142Net Income 2024: $24,8692024Revenue 2025: $365,451Expenses 2025: $390,815Net Income 2025: -$25,3642025

Highlighted filing

2025

Revenue$365,451
Expenses$390,815
Net Income-$25,364

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.46$0.00$3.46$3.65$3.91$0.25
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.01$0.00$4.01$2.57$2.32$0.25
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.39$0.01$3.38$2.59$3.00$0.41
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.39$0.01$3.38$2.39$2.39$0.00
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.49$0.00$3.48$2.48$1.92$0.55
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.26$0.43$2.83$2.96$3.40$0.44
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.29$0.03$3.26$3.03$3.21$0.19
2018Summary only. Only limited summary data is available for this year.$3.49$0.04$3.45$1.38$2.18$0.80
2017Summary only. Only limited summary data is available for this year.$4.41$0.03$4.38$4.09$3.05$1.04
2016Summary only. Only limited summary data is available for this year.$3.35$0.01$3.34$3.16$3.50$0.34
2015Summary only. Only limited summary data is available for this year.$3.71$0.02$3.68$2.88$3.50$0.62
2014Summary only. Only limited summary data is available for this year.$4.33$0.00$4.33$3.64$2.67$0.97
2013Summary only. Only limited summary data is available for this year.$3.36$0.03$3.33$3.25$2.12$1.14
2012Summary only. Only limited summary data is available for this year.$2.22$0.04$2.18$2.01$2.29$0.28
2011Summary only. Only limited summary data is available for this year.$2.50$0.04$2.46$3.23$1.74$1.49
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Dec 2, 2025
Return Version
2024v5.2
Gross Receipts
$379,756
Mission and Program Overview

Mission

The Plano Conservancy for Historic Preservation, Inc., a Texas corporation 501 (c)(3) non-profit, is an organization dedicated to promoting civic pride in the past, to increasing preservation awareness through education and public outreach, and to providing financial assistance to protect and preserve our heritage resources for this and future generations.

This nonprofit is dedicated to promoting civic pride in the past, to increasing preservation awareness through education and public outreach and to providing financial assistance to protect and preserve our heritage resources for this and future generations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$311,583$321,188▲ $9,605
Cash and Non-Interest-Bearing Accounts$37,753$13,660▼ $24,093
Land, Buildings, and Equipment, Net$51,849$11,286▼ $40,563
Total Assets$401,185$346,134▼ $55,051
Liabilities
Accounts Payable and Accrued Expenses$-168$-74▲ $94
Total Liabilities$-168$-74▲ $94
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$401,353$346,208▼ $55,145
Total Net Assets Fund Balance$401,353$346,208▼ $55,145
Total Liabilities and Net Assets / Fund Balance$401,185$346,134▼ $55,051

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$11,286$59,911$71,197
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kim HilsExecutive DirectorFT$58,516$58,516
Seth BlackmonMuseum DirectorFT$45,950$45,950

Board Members and Trustees

NameTitle
Harold LarsonPresident
Jack DurninDirector
Jeanine CadenaDirector
Judith AubreyDirector
Lawrence ChanDirector
Mary JacobsDirector
Methew KennyDirector
Michelle WurtzDirector
Steve WhiteDirector
Cheryl SmithSecretary
Tamara FeazellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$222,870
Program Service Revenue
$0
Investment Income
$12,796
Other Revenue
$129,785
All Other Contributions
$8,589
Change in Net Assets
$-25,364
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$256,242
Salaries, Compensation, and Employee Benefits$134,573
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$129,000--$129,000
Current Officers, Directors, Trustees, and Key Employees$76,538$25,512-$102,050
All Other Expenses$25,162$1,350-$26,512
Fees for Services Accounting$19,245$4,215-$23,460
Other Salaries and Wages$15,431$5,143-$20,574
Advertising$9,500$250-$9,750
Payroll Taxes$7,150$2,383-$9,533
Depreciation Depletion$9,401--$9,401
Office Expenses$2,730$3,498-$6,228
Fees for Services Other$5,357$339-$5,696
Insurance$4,631--$4,631
Other Employee Benefits-$2,416-$2,416
Other Expenses$73$177-$250
Conferences and Meetings-$57-$57
Total Functional Expenses$345,218$45,597$0$390,815
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

The form 990 will be distributed to the board of directors electronically via e-mail to review in advance of the next meeting. The board will vote to approve the form 990 prior to filing.

CEO executive director top management comp Part VI line 15A

The board of directors evaluates and approves employee compensation.

Other officer or key employee compensation Part VI line 15B

The board of directors evaluates and approves employee compensation.

Governing documents etc available to public Part VI line 19

Documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
The Plano Conservancy For Historic Preservation I
EIN
75-2920593
In Care Of
% Kim Hils
Phone
2146352539
Address
PO Box 861810, Plano, TX 75086-1810

Signing Officer

Name
Kim Hils
Title
Executive Director
Phone
2146352539
Signed
2025-12-02
Discuss with paid preparer
Yes

Organization Details

Formed
2001
Legal Domicile
TX
Voting Board Members
10
Independent Board Members
10
Employees
8
Volunteers
25

Preparer

Firm
Casey CPA PLLC
Address
8 Hillside Drive Suite A, Rockwall, TX 75087
Preparer
Rory Casey
Phone
2145500705
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IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0This nonprofit is dedicated to promoting civic pride in the past, to increasing preservation awareness through education and public outreach and to providing financial assistance to protect and preserve our heritage resources for this and future generations.
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0129000
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IRS990/OccupancyGrp/TotalAmt0129000
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IRS990/OfficeExpensesGrp/ProgramServicesAmt02730
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt02416
IRS990/OtherExpensesGrp/Desc0Curator Project
IRS990/OtherExpensesGrp/Desc1Meals and Entertainment
IRS990/OtherExpensesGrp/Desc2Heritage Projects
IRS990/OtherExpensesGrp/Desc3Continuing Education
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt065
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1192
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2177
IRS990/OtherExpensesGrp/ProgramServicesAmt041000
IRS990/OtherExpensesGrp/ProgramServicesAmt173
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IRS990/OtherExpensesGrp/TotalAmt1192
IRS990/OtherExpensesGrp/TotalAmt241000
IRS990/OtherExpensesGrp/TotalAmt3250
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02383
IRS990/PayrollTaxesGrp/ProgramServicesAmt07150
IRS990/PayrollTaxesGrp/TotalAmt09533
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IRS990/PriorPeriodAdjustmentsAmt0-39565
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IRS990/ProgSrvcAccomActy2Grp/Desc0Remove, repair & renew pioneer cemeteries that have been deteriorating over time. Projects include repairing and restoring headstones, fence repair & grounds cleanup.
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt041000
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt011286
IRS990ScheduleD/EquipmentGrp/DepreciationAmt059911
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt071197
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011286
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The form 990 will be distributed to the board of directors electronically via e-mail to review in advance of the next meeting. The board will vote to approve the form 990 prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The board of directors evaluates and approves employee compensation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The board of directors evaluates and approves employee compensation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Documents are made available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
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IRS990/TerminateOperationsInd0false
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0365451
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IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0401185
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