To collaborate, educate and advocate for the Preservation and revitalization of dallas' historic buildings, neighborhoods and other places of historical significance. The organization champions initiatives to protect the history and culture of neighborhoods and historic buildings throughout the community, enhancing the quality of life and the economic development of Dallas

501(c)(3) charity; gifts are tax-deductible.
46¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $70K a year · 15% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
46%
of spending
Concern: 46% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
4 mo
of spending, in cash
Plus $719K in investments, Pt X · Ln 11–13
Looks good: 4.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
8
named funders · $253K
Looks good: 8 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$19K
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
29
of 29 voting members
Looks good: 29 of 29 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$474K
+18% vs prior year
Spent
$500K
To programs
46%
Net assets
$1.0M
By yearFY2020–FY2025
Revenue
$474K
FY2023▲ +18%
Tap a bar for its year
Revenue by fiscal year
FY2020$520K
FY2021$677K
FY2022$400K
FY2023$474K
FY2024$482K
FY2025$295K
Expenses
$500K
FY2023▼ -54%
Tap a bar for its year
Expenses by fiscal year
FY2020$351K
FY2021$382K
FY2022$1.1M
FY2023$500K
FY2024$529K
FY2025$407K
Net assets
$1.0M
FY2023▼ -1.0%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.4M
FY2021$1.7M
FY2022$1.0M
FY2023$1.0M
FY2024$975K
FY2025$850K

From the FY2023 Form 990 (year ending June 2023) · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1973.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

46 cents of each dollar spent went to programs.

Program services 46% · $232K Management & general 40% · $200K Fundraising 14% · $69K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

30 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Past Preside
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
President
$0Pt VII · Sec A

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2024FY2022FY2021FY2020
Carolyn Howard$104,200———
David Preziosi—$41,936$77,660$77,660
Jw Stovall—$31,685——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Preservation Dallas INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Preserves and revitalizes Dallas' historic buildings and neighborhoods through collaboration, education, and advocacy.

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Provided by the organization

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3 programs · in their own filed words · FY2022
01

Wilson Block Tours and Home Tours

Introduces visitors and current resident of dallas to the wilson historic district thru and walking tours.

Pt IX · col B
02

Mccree cemetery in lake highlands resotration of historic cemeter. Restricted funds are given back to mccree cemetery association

Pt IX · col B
03

Intown living center which focuses on the amenities & benefits in historic and inner-city neighborhoods

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 8 funders →

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$474K
Ln 12
Gifts and grantsLn 1h$237K
Other incomeLn 4–11$93K
Fees for servicesLn 2g$74K
Money outPt IX
$500K
Ln 25
Programscol B$232K
Managementcol C$200K
Fundraisingcol D$69K
Owns and owesPt X
$1.0M
net assets · Ln 32
Cash and savingsLn 1–2$183K
Total assetsLn 16$1.0M
LiabilitiesLn 26$19K
PeoplePt VI, VII
30
listed · VII A
PaidVII A0
Voting boardVI 1a29
IndependentVI 1b29
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$237K
Fees for servicesLn 2g$74K
Investment incomeLn 3$70K
Other incomeLn 4–11$93K
Gains on assetsLn 7$47K
Total revenueLn 12$474K
Assets in detailPt X, end of year
CashLn 1$183K
Cash and savings togetherLn 1–2$183K
InvestmentsLn 11–13$719K
Other assetsLn 15$117K
Total assetsLn 16$1.0M
LiabilitiesLn 26$19K
Net assetsLn 32$1.0M
OperationsPt I, VI
EmployeesI 53
VolunteersI 620
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$124K$183K
InvestmentsLn 11–13$828K$719K
Total assetsLn 16$1.1M$1.0M
LiabilitiesLn 26$12K$19K
Net assetsLn 32$1.0M$1.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$160K$96K$40K$24K
Pension plan contributionsLn 8$658$658
Other employee benefitsLn 9$2K$996$415$249
Payroll taxesLn 10$12K$7K$3K$2K
Management feesLn 11a$23K$4K$19K
Legal feesLn 11b$3K$3K
Accounting feesLn 11c$27K$27K
Professional fundraising feesLn 11e$20K$20K
Investment management feesLn 11f$10K$10K
Other fees for servicesLn 11g$63K$21K$42K
Advertising and promotionLn 12$2K$610$1K
Office expensesLn 13$2K$844$2K
OccupancyLn 16$148K$89K$37K$22K
TravelLn 17$128$88$40
InsuranceLn 23$4K$4K
Other expenses (24a–d)Ln 24$20K$10K$10K
All other expensesLn 24e$5K$2K$3K$220
Total functional expensesLn 25$500K$232K$200K$69K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $295K$407K−$111K$850K 990 PDF
FY2024 $482K$529K−$47K$975K 990 PDF
FY2023 Viewing $474K$500K−$26K$1.0M 990 PDF
FY2022 $400K$1.1M−$695K$1.0M 990 PDF
FY2021 $677K$382K$294K$1.7M 990 PDF
FY2020 $520K$351K$168K$1.4M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $473,656 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $266,218$237,004
I-9 Program service revenuePrior year $72,742$73,864
I-10 Investment incomePrior year −$64,262$69,765
I-11 Other revenuePrior year $125,270$93,023
I-12 Total revenuePrior year $399,968$473,656
I-13 Grants and similar amounts paidPrior year $562,935$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $233,655$174,387
I-16a Professional fundraising feesPrior year $35,000$20,064
I-17 Other expensesPrior year $263,627$305,622
I-18 Total expensesPrior year $1,095,217$500,073
I-19 Revenue less expensesPrior year −$695,249−$26,417
Part VI · Governance 29 of 29 board members independent, 2 to look at
VI-1a Voting members of the governing body29
VI-1b Independent voting members29
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $473,656 across 8 lines filed
VIII-1b Membership dues$82,147
VIII-1f All other contributions, gifts and grants$154,857
VIII-1h Total contributions, gifts and grants$237,004
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $73,864$73,864
VIII-3 Investment incomeRelated to mission $23,220$23,220
VIII-7 Net gain or loss on sales of assetsRelated to mission $46,545$46,545
VIII-8 Net income from fundraising eventsExcluded from tax $93,023$93,023
VIII-12 Total revenueRelated to mission $143,629 · Excluded from tax $93,023$473,656
Part IX · Statement of functional expenses $500,073 across 17 lines filed
IX-7 Other salaries and wagesPrograms $95,842 · Management $39,934 · Fundraising $23,960$159,736
IX-8 Pension plan contributionsManagement $658$658
IX-9 Other employee benefitsPrograms $996 · Management $415 · Fundraising $249$1,660
IX-10 Payroll taxesPrograms $7,400 · Management $3,083 · Fundraising $1,850$12,333
IX-11a Management feesPrograms $4,359 · Management $18,581$22,940
IX-11b Legal feesManagement $3,000$3,000
IX-11c Accounting feesManagement $26,784$26,784
IX-11e Professional fundraising feesFundraising $20,064$20,064
IX-11f Investment management feesManagement $9,528$9,528
IX-11g Other fees for servicesPrograms $21,392 · Management $41,526$62,918
IX-12 Advertising and promotionPrograms $610 · Management $1,183$1,793
IX-13 Office expensesPrograms $844 · Management $1,637$2,481
IX-16 OccupancyPrograms $88,686 · Management $36,953 · Fundraising $22,172$147,811
IX-17 TravelPrograms $88 · Fundraising $40$128
IX-23 InsuranceManagement $3,586$3,586
IX-24 Other expenses (24a–d)Programs $10,064 · Management $9,768$19,832
IX-24e All other expensesPrograms $1,564 · Management $3,037 · Fundraising $220$4,821
IX-25 Total functional expensesPrograms $231,845 · Management $199,673 · Fundraising $68,555$500,073
Part X · Balance sheet $1,028,573 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $124,310$183,160
X-4 Accounts receivable$8,910
X-11 Publicly traded securitiesStart of year $828,445$719,296
X-15 Other assetsStart of year $106,951$117,207
X-16 Total assetsStart of year $1,059,706$1,028,573
X-17 Accounts payable and accrued expensesStart of year $7,052$5,455
X-25 Other liabilitiesStart of year $4,746$13,891
X-26 Total liabilitiesStart of year $11,798$19,346
X-27 Net assets without donor restrictionsStart of year $892,187$1,009,227
X-32 Total net assets or fund balancesStart of year $1,047,908$1,009,227
X-33 Total liabilities and net assetsStart of year $1,059,706$1,028,573
Part XI · Reconciliation of net assets $1,009,227 net assets at year end
XI-1 Total revenue$473,656
XI-2 Total expenses$500,073
XI-3 Revenue less expenses−$26,417
XI-4 Net assets at start of year$1,047,908
XI-5 Net unrealized gains (losses) on investments$5,923
XI-9 Other changes in net assets−$18,187
XI-10 Net assets at end of year$1,009,227

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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