Nonprofit · EIN 87-2579614
PLANO WORKS LEADERSHIP FOUNDATION
Tax-exempt · PLANO, TX 75023
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $245,302 | $227,706 | $17,596 | $198,969 | $7,500 | $191,469 |
| June 30, 2024 | 990 | $246,384 | $134,606 | $111,778 | $173,873 | $0 | $173,873 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $107,880
- Program service revenue
- $137,200
- Investment income
- $222
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $4,125
- Other salaries and wages
- $94,680
- Salaries, compensation and benefits (total)
- $112,644
- Professional fundraising fees
- $0
- Accounting fees
- $2,000
- Occupancy
- $3,140
- Travel
- $5,253
- Program services (functional)
- $227,706
Balance sheet and other
- Total assets, start of year
- $173,873
- Total assets, end of year
- $198,969
- Total liabilities, end of year
- $7,500
- Net assets, end of year
- $191,469
- Land, buildings and equipment
- $1,044
- Net assets without donor restrictions
- $187,894
- Net assets with donor restrictions
- $3,575
- Gross receipts
- $245,302
- Employees
- 0
- Volunteers
- 45
- Year formed
- 2021
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KELLE MARSALIS | PRESIDENT/CEO Officer | 5 | $0 | $158,357 | $18,331 |
| STEVE MCSWAIN | CHAIR Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| EMILY ZOOG | TREASURER Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| JOAN CETERA | VICE-CHAIR Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| JERI CHAMBERS | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| SAM JOHNSON | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| MIKE LAWSON | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| JAN RUGG | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| PAMELA ZIEGLER-PETTY | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| LUCY BANNON | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KELLE MARSALIS | PRESIDENT/CEO Trustee or director, Officer | 5 | $0 | $145,407 | $16,314 |
| STEVE MCSWAIN | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| EMILY ZOOG | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| JOAN CETERA | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5400 INDEPENDENCE PKWY STE 200, PLANO, TX 75023-5420
- In care of
- % KELLE MARSALIS
- Mailing address (990-N for 2021)
- 5400 Independence Parkway Suite 200, Plano TX 75023
- Principal officer (990 for 2024)
- KELLE MARSALIS, 5400 INDEPENDENCE PARKWAY 200, PLANO, TX 75023
- Principal officer (990-N for 2021)
- Kelle Marsalis, 5400 Independence Parkway Suite 200, Plano TX 75023
- Signed the 990
- KELLE MARSALIS, PRESIDENT/CEO
- Phone
- (972) 424-7547
- Return prepared by
- LANE GORMAN TRUBITT LLC
Mission
TO PROMOTE AND DEVELOP COMMUNITY WORKFORCE, PHILANTHROPY, LEADERSHIP DEVELOPMENT, AND EDUCATIONAL ATTAINMENT THROUGH VOLUNTEERISM, CHARITABLE GIVING, AND EDUCATIONAL PROGRAMMING.
Program accomplishments
- 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.Expenses $167,148 · grants $4,125 · revenue $94,700
- 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.Expenses $60,558 · revenue $42,500
- 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.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 87-2579614
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2022
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $198,969
- Income (IRS master file)
- $245,302
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $245,302 | $227,706 | $198,969 | XML |
| 990 | June 2024 | $246,384 | $134,606 | $173,873 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-N for 2021 Officer: Kelle Marsalis | June 30, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 87-2579614).
Questions about PLANO WORKS LEADERSHIP FOUNDATION
- What is the EIN of PLANO WORKS LEADERSHIP FOUNDATION?
- The employer identification number (EIN) of PLANO WORKS LEADERSHIP FOUNDATION is 87-2579614.
- Is PLANO WORKS LEADERSHIP FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to PLANO WORKS LEADERSHIP FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PLANO WORKS LEADERSHIP FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PLANO WORKS LEADERSHIP FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PLANO WORKS LEADERSHIP FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of PLANO WORKS LEADERSHIP FOUNDATION?
- The 990 for the year ended June 30, 2025 names KELLE MARSALIS.
- Who are the officers and directors of PLANO WORKS LEADERSHIP FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does PLANO WORKS LEADERSHIP FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $245,302, expenses of $227,706 and total assets of $198,969 at year end.
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