Civic Intelligence

The Plexus Education Foundation Inc.

990EZ • Fiscal year 2021 • EIN 32-0269719

Jan 01, 2021 to Dec 31, 2021 • Filed on May 07, 2022

Organization Profile
Po Box 91697Cleveland, OH 44101

(216) 390-2111

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.04x

Higher debt load relative to assets than 72% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

79th percentile

0.09x

Higher debt load relative to revenue than 79% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

9th percentile

-75%

Higher net margin than 9% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

47th percentile

3.5%

Faster asset growth than 47% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2021

Revenue Growth

34th percentile

-15%

Faster revenue growth than 34% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2021

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$135,525

Up $9,131 (+7.2%) from 2019

Net Assets

Up

$130,099

Up $3,705 (+2.9%) from 2019

Liabilities

Up

$5,426

Up $5,426 from 2019

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin9th percentile

Revenue

Down

$58,320

Down $23,175 (-28%) from 2019

Expenses

Up

$101,796

Up $68,628 (+207%) from 2019

Net Income

Down

-$43,476

Down $91,803 (-190%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$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

2021

Assets$135,525
Liabilities$5,426
Net Assets$130,099
Open 2021 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$58,320
Expenses$101,796
Net Income-$43,476
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 7, 2022
Return Version
2021v4.2
Gross Receipts
$58,320
Mission and Program Overview

Mission

Advancing Workplace Inclusion

Program Services

DescriptionGrantsExpenses
Plexus Education Foundation Focuses on Advacing Workplace Inclusion of LGBT Individuals through education, research & development.--
Plexus Education Foundation hosts LGBT and Allied members of 30+ existing & emerging employee resource groups (ERGs) for training on best practices and program development.--
Plexus Education Foundation assists in the formation of new ERGs.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian SchultzBoard PresidentPT$0--
Issac BaezDirectorPT$0--
John GarofaloDirectorPT$0--
Steven LicciardiDirectorPT$0--
Joe MatuszewskiDirectorPT$0--
Erica PelzDirectorPT$0--
Amanda ColeExecutive Director-$0--
Filing and Contact Details

Filer

Filer Name
Plexus Education Foundation
EIN
32-0269719
Address
Po Box 91697, Cleveland, OH 44101

Signing Officer

Name
Brian Schultz
Title
Board President
Signed
2022-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Szweda Consulting LLC
Address
4827 Southwood Drive, Cleveland, OH 44144
Preparer
Barm C Alsbrook
Phone
2165091561
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountTraining Stipends 1,480Other Income 5”

Description of other expenses Part I line 16

“Description AmountConferences, Conventions & Meetings 300Insurance 696Bank Fees 10Merchant processing Fees 171Program Expense 540Plexus Chamber Service Fees 76,474Miscellaneous 1,087”

Description of other assets Part II line 24

“Category Beginning of Year End of YearAccounts Receivable 250 0”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearDue to Chamber 0 5,426”

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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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ReturnHeader/ReturnTs02022-05-09T13:00:40-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Brian
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ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$135,525
Liabilities
$5,426
Net assets
$130,099
Revenue
$58,320
Expenses
$101,796
Net income
-$43,476
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