2025-11-16T21:17:34-06:00 2025-06-30 751044330 LANE GORMAN TRUBITT LLC 2626 HOWELL ST SUITE 700 DALLAS TX 75204 990 2024-07-01 872579614 PLANO WORKS LEADERSHIP FOUNDATION PLAN 9724247547 5400 INDEPENDENCE PARKWAY 200 PLANO TX 75023 KELLE MARSALIS PRESIDENT/CEO 9724247547 2025-11-04 1 1 KEVIN WARNEKE P01294950 2148717500 2024 2025-03-06 01:10:19Z KELLE MARSALIS 5400 INDEPENDENCE PARKWAY 200 PLANO TX 75023 245302 0 X WWW.PLANOCHAMBER.ORG/PLANO-WORKS-LEADERSHIP X 2021 TX TO PROMOTE AND DEVELOP COMMUNITY WORKFORCE, PHILANTHROPY, LEADERSHIP DEVELOPMENT, AND EDUCATIONAL ATTAINMENT THROUGH VOLUNTEERISM, CHARITABLE GIVING, AND EDUCATIONAL PROGRAMMING. 9 9 0 45 0 0 91164 107880 154968 137200 252 222 0 0 246384 245302 1175 4125 0 0 0 112644 0 0 0 133431 110937 134606 227706 111778 17596 173873 198969 0 7500 173873 191469 TO PROMOTE AND DEVELOP COMMUNITY WORKFORCE, PHILANTHROPY, LEADERSHIP DEVELOPMENT, AND EDUCATIONAL ATTAINMENT THROUGH VOLUNTEERISM, CHARITABLE GIVING, AND EDUCATIONAL PROGRAMMING. 0 0 167148 4125 94700 LEADERSHIP PLANO PROVIDES EDUCATION AND LEADERSHIP DEVELOPMENT EMPOWERING CURRENT AND FUTURE LEADERS AND MOTIVATING THEM TO SERVE CIVIC, CHARITABLE, AND BUSINESS ORGANIZATIONS WITHIN THE COMMUNITY. 60558 42500 PROPEL EXECUTIVE LEADERSHIP PROGRAM IS A 9-MONTH PROGRAM. PARTICIPANTS GAIN A DEEP UNDERSTANDING OF OUR REGION'S FORMAL AND INFORMAL DECISION-MAKING CHANNELS WITHIN ITS ECONOMIC, POLITICAL AND CIVIC STRUCTURE, WHILE AIMING TO ESTABLISH AND GROW RELATIONSHIPS WITH FELLOW EXECUTIVES NEW TO THE REGION OR THEIR ROLE, FOSTERING AN EVEN STRONGER SENSE OF COMMUNITY. PLANO UNITED BUSINESS IS A 2-YEAR MENTORSHIP PROGRAM FOR MINORITY-OWNED SMALL BUSINESSES LOCATED IN COLLIN COUNTY. PLANO WORKS LEADERSHIP FOUNDATION PROVIDES A STRUCTURE FOR INDIVIDUALS, BUSINESSES OF ALL SIZES, CORPORATE PARTNERS, AND FOUNDATIONS TO SUPPORT THE WORK OF THE PLANO CHAMBER'S LEADERSHIP PROGRAMS AND INITIATIVES. PLANO UNITED BUSINESS COMPLETED ITS FIRST COHORT WITH 10 COMPANIES PARTICIPATING. 227706 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X JENNIFER RUHMAN FINANCE DIRECTOR 9724247547 5400 INDEPENDENCE PARKWAY 200 PLANO TX 75023 STEVE MCSWAIN CHAIR 0.10 0.00 X X 0 0 0 EMILY ZOOG TREASURER 0.10 0.00 X X 0 0 0 JOAN CETERA VICE-CHAIR 0.10 0.00 X X 0 0 0 JERI CHAMBERS DIRECTOR 0.10 0.00 X 0 0 0 SAM JOHNSON DIRECTOR 0.10 0.00 X 0 0 0 MIKE LAWSON DIRECTOR 0.10 0.00 X 0 0 0 JAN RUGG DIRECTOR 0.10 0.00 X 0 0 0 PAMELA ZIEGLER-PETTY DIRECTOR 0.10 0.10 X 0 0 0 LUCY BANNON DIRECTOR 0.10 0.00 X 0 0 0 KELLE MARSALIS PRESIDENT/CEO 5.00 40.00 X 0 158357 18331 0 158357 18331 0 0 1 0 0 107880 107880 TUITION 900099 70500 70500 SPONSORSHIPS 900099 60575 60575 REGISTRATIONS 900099 6125 6125 137200 222 222 245302 137200 0 222 X 4125 4125 94680 94680 12863 12863 5101 5101 2000 2000 60000 60000 1845 1845 6814 6814 4666 4666 3140 3140 5253 5253 13581 13581 FOOD AND BEVERAGE 5541 5541 8097 8097 227706 227706 0 0 91123 93320 30706 30928 50000 50813 19850 1231 3827 1044 0 0 1044 173873 198969 7500 0 7500 X 173873 187894 3575 173873 191469 173873 198969 17596 0 X X 0 1 X 1 0 X 15828 91164 107880 214872 15828 91164 107880 214872 119830 95042 174 252 222 648 215520 407288 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1044 1044 1044 X 248302 3000 3000 245302 0 245302 230706 3000 3000 227706 0 227706 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE ACCORDING TO THE UNITED STATES INTERNAL REVENUE SERVICE GROUP EXEMPTION LETTER DATED JULY 27, 2021 BASED ON BEING DETERMINED TO BE A PUBLIC CHARITY. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE RELATED TO THE FOUNDATION. SHOULD THE FOUNDATION ENGAGE IN ACTIVITIES UNRELATED TO THE PURPOSE FOR WHICH IT WAS CREATED, TAXABLE INCOME COULD RESULT. 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 FOUNDATION'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. 0 0 0 0 0 0 0 0 0 KELLE MARSALIS PRESIDENT/CEO 0 136250 0 17907 0 4200 0 4751 0 13580 0 176688 0 0 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 WORKS LEADERSHIP FOUNDATION. FORM 990, PART VI, SECTION C, LINE 19 THE PLANO WORKS LEADERSHIP FOUNDATION KEEPS ALL OF THE DOCUMENTS AT THE ACCOUNTING OFFICE AND THEY ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT LABOR: PROGRAM SERVICE EXPENSES 60,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,000. 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. PLANO CHAMBER OF COMMERCE 5400 INDEPENDENCE PARKWAY SUITE 200 PLANO TX 75023 750717348 BUSINESS RESOURCES FOR PLANO, TX TX 501(C)(6) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 NA