Civic Intelligence

Plain Local Schools Foundation

990 • Fiscal year 2024 • EIN 20-0487822

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 15, 2024

1801 Schneider Street NECanton, OH 44721

(330) 492-3500

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

37th percentile

0.00x

Higher debt load relative to assets than 37% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.01x

Higher debt load relative to revenue than 43% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

75th percentile

23%

Higher net margin than 75% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

71st percentile

16%

Faster asset growth than 71% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

45th percentile

4.8%

Faster revenue growth than 45% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$921,936

Up $123,938 (+16%) from 2023

Net Assets

Up

$920,504

Up $123,313 (+15%) from 2023

Liabilities

Up

$1,432

Up $625 (+77%) from 2023

Revenue

Up

$198,174

Up $9,090 (+4.8%) from 2023

Expenses

Up

$153,170

Up $7,311 (+5.0%) from 2023

Net Income

Up

$45,004

Up $1,779 (+4.1%) from 2023

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2012: $349,393Liabilities 2012: $5,7552012Assets 2013: $385,827Liabilities 2013: $5,501Net Assets 2013: $380,3262013Assets 2014: $547,333Liabilities 2014: $6,524Net Assets 2014: $540,8092014Assets 2015: $549,875Liabilities 2015: $6,743Net Assets 2015: $543,1322015Assets 2016: $527,405Liabilities 2016: $11,594Net Assets 2016: $515,8112016Assets 2017: $599,933Liabilities 2017: $0Net Assets 2017: $599,9332017Assets 2018: $590,480Liabilities 2018: $0Net Assets 2018: $590,4802018Assets 2019: $581,714Liabilities 2019: $0Net Assets 2019: $581,7142019Assets 2020: $562,040Liabilities 2020: $30,356Net Assets 2020: $531,6842020Assets 2021: $686,581Liabilities 2021: $12,100Net Assets 2021: $674,4812021Assets 2022: $692,948Liabilities 2022: $294Net Assets 2022: $692,6542022Assets 2023: $797,998Liabilities 2023: $807Net Assets 2023: $797,1912023Assets 2024: $921,936Liabilities 2024: $1,432Net Assets 2024: $920,5042024Assets 2025: $941,213Liabilities 2025: $1,895Net Assets 2025: $939,3182025

Highlighted filing

2024

Assets$921,936
Liabilities$1,432
Net Assets$920,504

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2012: $79,294Expenses 2012: $72,442Net Income 2012: $6,8522012Revenue 2013: $83,661Expenses 2013: $84,022Net Income 2013: -$3612013Revenue 2014: $263,478Expenses 2014: $163,137Net Income 2014: $100,3412014Revenue 2015: $81,509Expenses 2015: $77,781Net Income 2015: $3,7282015Revenue 2016: $91,113Expenses 2016: $96,328Net Income 2016: -$5,2152016Revenue 2017: $83,476Expenses 2017: $64,795Net Income 2017: $18,6812017Revenue 2018: $78,619Expenses 2018: $64,872Net Income 2018: $13,7472018Revenue 2019: $99,108Expenses 2019: $109,701Net Income 2019: -$10,5932019Revenue 2020: $104,120Expenses 2020: $152,342Net Income 2020: -$48,2222020Revenue 2021: $46,547Expenses 2021: $57,602Net Income 2021: -$11,0552021Revenue 2022: $115,287Expenses 2022: $51,145Net Income 2022: $64,1422022Revenue 2023: $189,084Expenses 2023: $145,859Net Income 2023: $43,2252023Revenue 2024: $198,174Expenses 2024: $153,170Net Income 2024: $45,0042024Revenue 2025: $212,125Expenses 2025: $259,725Net Income 2025: -$47,6002025

Highlighted filing

2024

Revenue$198,174
Expenses$153,170
Net Income$45,004
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 15, 2024
Return Version
2023v5.1
Gross Receipts
$198,174
Mission and Program Overview

Mission

See schedule o. To provide support for programs including awards and scholarships for students and teachers of plain local school district and to build and maintain stewardship of a community trust to provide funding for superior, innovative educational programs, which exceed the district's financial resources.

To provide support for programs for students and teachers of plain local school district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$713,613$843,003▲ $129,390
Cash and Non-Interest-Bearing Accounts$84,385$78,933▼ $5,452
Total Assets$797,998$921,936▲ $123,938
Liabilities
Accounts Payable and Accrued Expenses$807$1,432▲ $625
Total Liabilities$807$1,432▲ $625
Net Assets / Fund Balance
Net Assets With Donor Restrictions$713,613$843,003▲ $129,390
Net Assets Without Donor Restrictions$83,578$77,501▼ $6,077
Total Net Assets Fund Balance$797,191$920,504▲ $123,313
Total Liabilities and Net Assets / Fund Balance$797,998$921,936▲ $123,938

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$843,003--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$713,613$47,126▲ $104,168-$836,503
2022$662,668$50,087▲ $59,837-$713,613
2021$670,970$40,133▼ $32,319-$662,668
2020$540,668$6,248▲ $142,856-$670,970
2019$567,841$15,657▼ $1,714-$540,668
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$92,992
Program Service Revenue
$91,970
Investment Income
$13,212
Other Revenue
$0
All Other Contributions
$92,992
Change in Net Assets
$45,004
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$70,699
Other Expenses$62,357
Salaries, Compensation, and Employee Benefits$20,114
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$70,699--$70,699
Other Salaries and Wages$13,904$3,476-$17,380
Fees for Services Accounting-$9,500-$9,500
Office Expenses$5,374$1,344-$6,718
Fees for Service Investment Mgmnt Fees$6,008--$6,008
Payroll Taxes$2,187$547-$2,734
Other Expenses$940$235-$1,175
Fees for Services Other$10$202-$212
All Other Expenses-$-647-$-647
Total Functional Expenses$138,513$14,657$0$153,170
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
No
Annual disclosure for covered persons
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

A copy of the form 990 is presented to an authorized officer for signature and filing.

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

Conflict of interest policy is defined in the articles of the organization stating that a director shall refrain from voting on such matters when a conflict arises.

Form 990, Part VI, Section C, Line 19

UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Plain Local Schools Foundation
EIN
20-0487822
Phone
3304923500
Address
1801 SCHNEIDER STREET NE, CANTON, OH 44721

Signing Officer

Name
Suzi Lantz
Title
President
Phone
3304923500
Signed
2024-10-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Suzi Lantz
Formed
1989
Legal Domicile
Oh
Voting Board Members
13
Independent Board Members
13
Employees
1
Volunteers
13

Preparer

Firm
Maloney Novotny LLC
Address
4774 MUNSON STREET NW SUITE 402, CANTON, OH 44718-3634
Preparer
Matthew J Banjo
Phone
3309669400
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

To support the arts & education programs of plain local schools.

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IRS990/PYInvestmentIncomeAmt010188
IRS990/PYOtherExpensesAmt068970
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt082503
IRS990/PYRevenuesLessExpensesAmt043225
IRS990/PYSalariesCompEmpBnftPaidAmt014913
IRS990/PYTotalExpensesAmt0145859
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0189084
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt045004
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt092992
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt096393
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt073934
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt035090
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt045603
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0344012
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt013212
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010188
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06278
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04537
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05175
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt039390
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0269810
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.89730
IRS990ScheduleA/PublicSupportPY170Pct00.89020
IRS990ScheduleA/PublicSupportTotal170Amt0344012
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt092992
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt096393
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt073934
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt035090
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt045603
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0344012
IRS990ScheduleA/TotalSupportAmt0383402
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt06008
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0713613
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt047126
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0836503
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt022396
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0104168
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt05011
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0662668
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt050087
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0713613
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt053968
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt059837
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt05166
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0670970
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt040133
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0662668
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt010950
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-32319
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt04752
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0540668
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt06248
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0670970
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt014050
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0142856
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt05766
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0567841
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt015657
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0540668
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt034147
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1714
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0843003
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ENDOWMENT FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO SUPPORT THE ARTS & EDUCATION PROGRAMS OF PLAIN LOCAL SCHOOLS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0843003
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt070699
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0VARIOUS INDIVIDUALS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt021
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS PRESENTED TO AN AUTHORIZED OFFICER FOR SIGNATURE AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICT OF INTEREST POLICY IS DEFINED IN THE ARTICLES OF THE ORGANIZATION STATING THAT A DIRECTOR SHALL REFRAIN FROM VOTING ON SUCH MATTERS WHEN A CONFLICT ARISES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0797998
IRS990/TotalAssetsEOYAmt0921936
IRS990/TotalAssetsGrp/BOYAmt0797998
IRS990/TotalAssetsGrp/EOYAmt0921936
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt092992
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014657
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0138513
IRS990/TotalFunctionalExpensesGrp/TotalAmt0153170
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0807
IRS990/TotalLiabilitiesEOYAmt01432
IRS990/TotalLiabilitiesGrp/BOYAmt0807
IRS990/TotalLiabilitiesGrp/EOYAmt01432

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.41$0.02$9.39$2.12$2.60$0.48
2024Detailed filing. Detailed filing data is available for this year.$9.22$0.01$9.21$1.98$1.53$0.45
2023Detailed filing. Detailed filing data is available for this year.$7.98$0.01$7.97$1.89$1.46$0.43
2022Detailed filing. Detailed filing data is available for this year.$6.93$0.00$6.93$1.15$0.51$0.64
2021Detailed filing. Detailed filing data is available for this year.$6.87$0.12$6.74$0.47$0.58$0.11
2020Detailed filing. Detailed filing data is available for this year.$5.62$0.30$5.32$1.04$1.52$0.48
2019Detailed filing. Detailed filing data is available for this year.$5.82$0.00$5.82$0.99$1.10$0.11
2018Detailed filing. Detailed filing data is available for this year.$5.90$0.00$5.90$0.79$0.65$0.14
2017Detailed filing. Detailed filing data is available for this year.$6.00$0.00$6.00$0.83$0.65$0.19
2016Detailed filing. Detailed filing data is available for this year.$5.27$0.12$5.16$0.91$0.96$0.05
2015Detailed filing. Detailed filing data is available for this year.$5.50$0.07$5.43$0.82$0.78$0.04
2014Detailed filing. Detailed filing data is available for this year.$5.47$0.07$5.41$2.63$1.63$1.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.86$0.06$3.80$0.84$0.84$0.00
2012Summary only. Only limited summary data is available for this year.$3.49$0.06$0.79$0.72$0.07