Civic Intelligence

The Plexus Education Foundation Inc.

EIN 32-0269719 • 501(c)3 • Cleveland, OH

Pub. 78 Eligible990-N Coverage

Profile

Advancing Workplace Inclusion

Po Box 91697Cleveland, OH 44101
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

73rd percentile

0.04x

Higher debt load relative to assets than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.04x

Higher debt load relative to revenue than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

29th percentile

-11%

Higher net margin than 29% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

40th percentile

-8.6%

Faster asset growth than 40% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

94th percentile

153%

Faster revenue growth than 94% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$125,890

Down $101,356 (-45%) from 2023

Liabilities

Down

$4,500

Down $87,031 (-95%) from 2023

Net Assets

Down

$121,390

Down $14,325 (-11%) from 2023

Operations
Liabilities / Revenue76th percentileNet Margin29th percentile

Revenue

Down

$128,476

Down $9,516 (-6.9%) from 2023

Expenses

Up

$142,801

Up $51,347 (+56%) from 2023

Net Income

Down

-$14,325

Down $60,863 (-131%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2019: $126,394Liabilities 2019: $0Net Assets 2019: $126,3942019Assets 2021: $135,525Liabilities 2021: $5,426Net Assets 2021: $130,0992021Assets 2022: $150,759Liabilities 2022: $61,582Net Assets 2022: $89,1772022Assets 2023: $227,246Liabilities 2023: $91,531Net Assets 2023: $135,7152023Assets 2024: $125,890Liabilities 2024: $4,500Net Assets 2024: $121,3902024

Highlighted filing

2024

Assets$125,890
Liabilities$4,500
Net Assets$121,390
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2019: $81,495Expenses 2019: $33,168Net Income 2019: $48,3272019Revenue 2021: $58,320Expenses 2021: $101,796Net Income 2021: -$43,4762021Revenue 2022: $20,040Expenses 2022: $60,962Net Income 2022: -$40,9222022Revenue 2023: $137,992Expenses 2023: $91,454Net Income 2023: $46,5382023Revenue 2024: $128,476Expenses 2024: $142,801Net Income 2024: -$14,3252024

Highlighted filing

2024

Revenue$128,476
Expenses$142,801
Net Income-$14,325
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$125,890
Liabilities
$4,500
Net assets
$121,390
Revenue
$128,476
Expenses
$142,801
Net income
-$14,325
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.26$0.05$1.21$1.28$1.43$0.14
2023Detailed filing. Detailed filing data is available for this year.$2.27$0.92$1.36$1.38$0.91$0.47
2022Detailed filing. Detailed filing data is available for this year.$1.51$0.62$0.89$0.20$0.61$0.41
2021Detailed filing. Detailed filing data is available for this year.$1.36$0.05$1.30$0.58$1.02$0.43
2019Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.81$0.33$0.48
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 3, 2025
Return Version
2024v5.2
Gross Receipts
$128,476
Mission and Program Overview

Mission

Advancing Workplace Inclusion

Program Services

DescriptionGrantsExpenses
Winter Soiree: Special Fundraising / Networking event held in December.$13,000$0
Monthly online Webinar series focusing on networking, small business support, and workplace belonging and inclusion.$1,000$11,920
Network nights-$0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian SchultzBoard PresidentPT$0--
Issac BaezDirectorPT$0--
Lynn HeineTreasurer And SecreetaryPT$0--
Steve CouringtonDirectorPT$0--
Amanda ColeExecutive DirectorPT$0--
Daniel HollowellDirectorPT$0--
Jordyn StevensonDirector-$0--
Shannon WaffenDirector-$0--
Filing and Contact Details

Filer

Filer Name
Plexus Education Foundation Inc
EIN
32-0269719
In Care Of
% Brian Schultz
Address
Po Box 91697, Cleveland, OH 44101

Signing Officer

Name
Brian Schultz
Title
Board President
Signed
2025-10-03
Discuss with paid preparer
No

Preparer

Firm
Szweda Consulting LLC
Address
4827 Southwood Drive, Cleveland, OH 44144
Preparer
Barm C Alsbrook
Phone
2168779015
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountTraining Stipends 3,950”

Description of other expenses Part I line 16

“Description AmountHUB Business inclusion 2,142Insurance 759Awards 430Merchant processing Fees 163Office Expenses 4,088Taxes 2,048Events 11,920Advertising & Marketing 6,275Staffing Expenses 2,108”

Description of other assets Part II line 24

“Category Beginning of Year End of YearFraud - Pending Bank Refund 25 50Undeposited Funds 10,250 0Due from Chanber 0 37,242”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearDue to Chamber 91,531 0Unearned Revenue 0 4,500”

Raw XML Appendix178 raw XML fields

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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Brian Schultz
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer and Secreetary
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountTraining Stipends 3,950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountHUB Business inclusion 2,142Insurance 759Awards 430Merchant processing Fees 163Office Expenses 4,088Taxes 2,048Events 11,920Advertising & Marketing 6,275Staffing Expenses 2,108
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearFraud - Pending Bank Refund 25 50Undeposited Funds 10,250 0Due from Chanber 0 37,242
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN SCHULTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Board President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-03
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ReturnHeader/Filer/BusinessNameControlTxt0PLEX
ReturnHeader/Filer/EIN0320269719
ReturnHeader/Filer/InCareOfNm0% Brian Schultz
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ReturnHeader/Filer/USAddress/ZIPCd044101
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0825185097
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARM C ALSBROOK
ReturnHeader/ReturnTs02025-10-05T17:21:48-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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