Civic Intelligence

Plexus Institute Inc

990 • Fiscal year 2015 • EIN 22-3774475

Jan 01, 2015 to Dec 31, 2015 • Filed on May 12, 2016

Organization ProfileWWW.PLEXUSINSTITUTE.ORG
1025 Connecticut Avenue NWWashington, DC 20036

(202) 857-9797

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.06x

Higher debt load relative to assets than 53% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

40th percentile

0.02x

Higher debt load relative to revenue than 40% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

86th percentile

33%

Higher net margin than 86% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

99th percentile

496%

Faster asset growth than 99% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

98th percentile

369%

Faster revenue growth than 98% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$203,914

Up $169,717 (+496%) from 2014

Net Assets

Up

$192,164

Up $223,463 (+714%) from 2014

Liabilities

Down

$11,750

Down $53,746 (-82%) from 2014

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin86th percentile

Revenue

Up

$674,176

Up $530,521 (+369%) from 2014

Expenses

Down

$450,714

Down $346,809 (-43%) from 2014

Net Income

Up

$223,462

Up $877,330 (+134%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$800K$600K$400K$200K$0-$200KAssets 2010: $678,009Liabilities 2010: $310,215Net Assets 2010: $367,7942010Assets 2011: $418,907Liabilities 2011: $378,293Net Assets 2011: $40,6142011Assets 2012: $290,760Liabilities 2012: $379,311Net Assets 2012: -$88,5512012Assets 2013: $643,403Liabilities 2013: $20,834Net Assets 2013: $622,5692013Assets 2014: $34,197Liabilities 2014: $65,496Net Assets 2014: -$31,2992014Assets 2015: $203,914Liabilities 2015: $11,750Net Assets 2015: $192,1642015Assets 2016: $233,866Liabilities 2016: $13,992Net Assets 2016: $219,8742016Assets 2017: $36,124Net Assets 2017: $36,1242017Assets 2018: $28,343Liabilities 2018: $0Net Assets 2018: $28,3432018Assets 2019: $16,694Liabilities 2019: $0Net Assets 2019: $16,6942019

Highlighted filing

2015

Assets$203,914
Liabilities$11,750
Net Assets$192,164
Open 2015 Filing

Operations Trend

Revenue Growth98th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2010: $886,472Expenses 2010: $845,120Net Income 2010: $41,3522010Expenses 2011: $630,0162011Expenses 2012: $431,0002012Revenue 2013: $851,690Expenses 2013: $473,504Net Income 2013: $378,1862013Revenue 2014: $143,655Expenses 2014: $797,523Net Income 2014: -$653,8682014Revenue 2015: $674,176Expenses 2015: $450,714Net Income 2015: $223,4622015Revenue 2016: $229,602Expenses 2016: $201,892Net Income 2016: $27,7102016Revenue 2017: $46,239Expenses 2017: $229,989Net Income 2017: -$183,7502017Revenue 2018: $7,963Expenses 2018: $15,744Net Income 2018: -$7,7812018Revenue 2019: $2,005Expenses 2019: $12,345Net Income 2019: -$10,3402019

Highlighted filing

2015

Revenue$674,176
Expenses$450,714
Net Income$223,462
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 12, 2016
Return Version
2015v2.1
Gross Receipts
$674,176
Mission and Program Overview

Mission

Fostering the health of individuals, families, communities, organizations and our natural environment by helping people use concepts emerging from complexity

Fostering the health of individuals, families, communities, organizations and our natural environment by helping people use concepts emerging from the new science of complexity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$21,839$196,508▲ $174,669
Prepaid Expenses and Deferred Charges$6,730$5,608▼ $1,122
Accounts Receivable$2,033--
Land, Buildings, and Equipment, Net$3,595$1,798▼ $1,797
Total Assets$34,197$203,914▲ $169,717
Liabilities
Accounts Payable and Accrued Expenses$65,496$11,750▼ $53,746
Total Liabilities$65,496$11,750▼ $53,746
Net Assets / Fund Balance
Unrestricted Net Assets$-31,299$192,164▲ $223,463
Total Net Assets Fund Balance$-31,299$192,164▲ $223,463
Total Liabilities and Net Assets / Fund Balance$34,197$203,914▲ $169,717

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,798$43,937$45,735
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Michael ArenaChair
Judah PollackBoard Member
Mary UlhbienBoard Member
Jay HerronTreasuer
Revenue and Support

Revenue Composition

Contributions and Grants
$661,350
Program Service Revenue
$12,826
Investment Income
$0
Other Revenue
$0
All Other Contributions
$661,350
Change in Net Assets
$223,462
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$255,757
Salaries, Compensation, and Employee Benefits$194,957
Total Fundraising Expense$16,287
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$175,805$9,253$0$185,058
Other Salaries and Wages$124,569$40,930$12,457$177,956
Fees for Services Accounting$0$22,908$0$22,908
Payroll Taxes$11,901$3,910$1,190$17,001
Travel$9,656$3,173$966$13,795
Fees for Services Legal$0$7,997$0$7,997
Insurance$3,780$1,242$378$5,400
Other Expenses$2,297$755$229$3,281
Conferences and Meetings$1,799$591$180$2,570
Office Expenses$0$2,040$0$2,040
Depreciation Depletion$1,259$414$125$1,798
Occupancy$1,168$384$116$1,668
All Other Expenses$181$91$18$290
Total Functional Expenses$338,682$95,745$16,287$450,714
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
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Plexus Institute Inc
EIN
22-3774475
Phone
2028579797
Address
1025 CONNECTICUT AVENUE NW, WASHINGTON, DC 20036

Signing Officer

Name
Michael Arena
Title
President
Phone
2028579797
Signed
2016-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Arena
Formed
2000
Legal Domicile
Dc
Voting Board Members
4
Independent Board Members
4
Employees
3
Volunteers
6

Preparer

Firm
Renzi Bernardi Suarez & Co
Address
587 Haddon Avenue, Collingswood, NJ 08108
Preparer
Edward a Suarez CPA Mba
Phone
8568587887
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“A draft copy of the 990 is submitted to the president and full board for review and to ensure accurancy. The final submission incorporates all new infomation and corrections identified in the review process.”

Pt VI, Line 12C

“Trustees complete annualy a conflict of interest survey. The results of the survey submissions are compliled and reviewed by the entire board.”

Pt VI, Line 15A

“The president's compensation was reviewed by the personnel committee and approved by the entire board.”

Pt VI, Line 19

“The board of directors considers requests for organizational documents which by law are not required to be disclosed.”

Form 990, Part IX, Line 24E

“PENALTY 31. 0. 31. 0.”

Form 990, Part IX, Line 24E

“Business expenses 99. 69. 23. 7.”

Form 990, Part IX, Line 24E

“Business registration fees 160. 112. 37. 11.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0175652
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0272939
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0278933
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0861858
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01275
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt07403
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03004
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01288
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt012970
IRS990ScheduleA/InvestmentIncomeCYPct00.00570
IRS990ScheduleA/InvestmentIncomePYPct00.00740
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.41560
IRS990ScheduleA/PublicSupportPY509Pct00.46500
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0938275
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0650985
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0655545
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt01306530
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0674176
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0142380
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0844287
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0282414
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0301548
IRS990ScheduleA/Total509Grp/TotalAmt02244805
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02257775
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/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt01798
IRS990ScheduleD/EquipmentGrp/DepreciationAmt043937
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt045735
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01798
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT COPY OF THE 990 IS SUBMITTED TO THE PRESIDENT AND FULL BOARD FOR REVIEW AND TO ENSURE ACCURANCY. THE FINAL SUBMISSION INCORPORATES ALL NEW INFOMATION AND CORRECTIONS IDENTIFIED IN THE REVIEW PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEES COMPLETE ANNUALY A CONFLICT OF INTEREST SURVEY. THE RESULTS OF THE SURVEY SUBMISSIONS ARE COMPLILED AND REVIEWED BY THE ENTIRE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PRESIDENT'S COMPENSATION WAS REVIEWED BY THE PERSONNEL COMMITTEE AND APPROVED BY THE ENTIRE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS CONSIDERS REQUESTS FOR ORGANIZATIONAL DOCUMENTS WHICH BY LAW ARE NOT REQUIRED TO BE DISCLOSED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PENALTY 31. 0. 31. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BUSINESS EXPENSES 99. 69. 23. 7.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BUSINESS REGISTRATION FEES 160. 112. 37. 11.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt034197
IRS990/TotalAssetsEOYAmt0203914
IRS990/TotalAssetsGrp/BOYAmt034197
IRS990/TotalAssetsGrp/EOYAmt0203914
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0661350
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt016287
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt095745
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0338682
IRS990/TotalFunctionalExpensesGrp/TotalAmt0450714
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt065496
IRS990/TotalLiabilitiesEOYAmt011750
IRS990/TotalLiabilitiesGrp/BOYAmt065496
IRS990/TotalLiabilitiesGrp/EOYAmt011750
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-31299
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0192164
IRS990/TotalProgramServiceExpensesAmt0338682
IRS990/TotalProgramServiceRevenueAmt012826
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt012826
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0674176
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt034197
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0203914
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/FundraisingAmt0966
IRS990/TravelGrp/ManagementAndGeneralAmt03173
IRS990/TravelGrp/ProgramServicesAmt09656
IRS990/TravelGrp/TotalAmt013795
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-31299
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0192164
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01025 CONNECTICUT AVE NW STE 1000
IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd020036
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.PLEXUSINSTITUTE.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL ARENA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02028579797
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLEXUS INSTITUTE INC
ReturnHeader/Filer/BusinessNameControlTxt0PLEX
ReturnHeader/Filer/EIN0223774475
ReturnHeader/Filer/PhoneNum02028579797
ReturnHeader/Filer/USAddress/AddressLine1Txt01025 CONNECTICUT AVENUE NW
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020036
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Renzi Bernardi Suarez & Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0587 Haddon Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Collingswood
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008108
ReturnHeader/PreparerPersonGrp/PhoneNum08568587887
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD A SUAREZ CPA MBA
ReturnHeader/ReturnTs02016-09-01T12:19:43-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$203,914
Liabilities
$11,750
Net assets
$192,164
Revenue
$674,176
Expenses
$450,714
Net income
$223,462
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.02$0.12$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.08$0.16$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.36$0.36$0.46$2.30$1.84
2016Detailed filing. Detailed filing data is available for this year.$2.34$0.14$2.20$2.30$2.02$0.28
2015Detailed filing. Detailed filing data is available for this year.$2.04$0.12$1.92$6.74$4.51$2.23
2014Detailed filing. Detailed filing data is available for this year.$0.34$0.65$0.31$1.44$7.98$6.54
2013Detailed filing. Detailed filing data is available for this year.$6.43$0.21$6.23$8.52$4.74$3.78
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.91$3.79$0.89$4.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.19$3.78$0.41$6.30
2010Summary only. Only limited summary data is available for this year.$6.78$3.10$3.68$8.86$8.45$0.41