Civic Intelligence

The Plexus Education Foundation Inc.

990EZ • Fiscal year 2022 • EIN 32-0269719

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 24, 2023

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

89th percentile

0.41x

Higher debt load relative to assets than 89% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

98th percentile

3.07x

Higher debt load relative to revenue than 98% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

4th percentile

-204%

Higher net margin than 4% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

7th percentile

-66%

Faster revenue growth than 7% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$150,759

Up $15,234 (+11%) from 2021

Net Assets

Down

$89,177

Down $40,922 (-31%) from 2021

Liabilities

Up

$61,582

Up $56,156 (+1035%) from 2021

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin4th percentile

Revenue

Down

$20,040

Down $38,280 (-66%) from 2021

Expenses

Down

$60,962

Down $40,834 (-40%) from 2021

Net Income

Up

-$40,922

Up $2,554 (+5.9%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2022

Assets$150,759
Liabilities$61,582
Net Assets$89,177
Open 2022 Filing

Operations Trend

Revenue Growth7th 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

2022

Revenue$20,040
Expenses$60,962
Net Income-$40,922
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 24, 2023
Return Version
2022v5.0
Gross Receipts
$20,040
Mission and Program Overview

Mission

Advancing Workplace Inclusion

Program Services

DescriptionGrantsExpenses
Plexus Education Foundation hosts LGBT and Allied members of 30+ existing & emerging employee resource groups (ERGs) for training on best practices and program development.-$15,903
Plexus Education Foundation Focuses on Advacing Workplace Inclusion of LGBT Individuals through education, research & development.--
Plexus Education Foundation assists in the formation of new ERGs.--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian SchultzBoard PresidentPT$0--
Issac BaezDirectorPT$0--
Steven LicciardiTreasurerPT$0--
Erica PelzDirectorPT$0--
Amanda ColeExecutive DirectorPT$0--
John GarofaloDirectorPT$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
2023-04-24
Discuss with paid preparer
Yes

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 4,000Other Income 3”

Description of other expenses Part I line 16

“Description AmountCommunication Costs 126Insurance 716Bank Fees 49Merchant processing Fees 154Office Expenses 3,331Software & Apps 540Taxes 350Events 16,304”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearDue to Chamber 5,426 61,582”

Raw XML Appendix158 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Thomas Hawn
IRS990EZ/BooksInCareOfDetail/PhoneNum02163902111
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01814 East 40th Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Cleveland
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd044103
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0135525
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0150759
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt013537
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-40922
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01233
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0135525
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0150759
IRS990EZ/GrossReceiptsAmt020040
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0130099
IRS990EZ/NetAssetsOrFundBalancesEOYAmt089177
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0130099
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt089177
IRS990EZ/OccupancyRentUtltsAndMaintAmt02140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Brian Schultz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Issac Baez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Steven Licciardi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Erica Pelz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Amanda Cole
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5John Garofalo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Board President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Executive Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt021570
IRS990EZ/OtherRevenueTotalAmt04003
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Advancing Workplace Inclusion
IRS990EZ/ProgramServiceRevenueAmt02500
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Plexus Education Foundation Focuses on Advacing Workplace Inclusion of LGBT Individuals through education, research & development.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Plexus Education Foundation hosts LGBT and Allied members of 30+ existing & emerging employee resource groups (ERGs) for training on best practices and program development.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Plexus Education Foundation assists in the formation of new ERGs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015903
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt036019
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05426
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt061582
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060962
IRS990EZ/TotalProgramServiceExpensesAmt015903
IRS990EZ/TotalRevenueAmt020040
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt013537
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt056085
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0148960
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0218582
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt04003
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt01485
IRS990ScheduleA/OtherIncome170Grp/TotalAmt05488
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97550
IRS990ScheduleA/PublicSupportPY170Pct00.99280
IRS990ScheduleA/PublicSupportTotal170Amt0218582
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt013537
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt056085
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0148960
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0218582
IRS990ScheduleA/TotalSupportAmt0224070
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountTraining Stipends 4,000Other Income 3
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountCommunication Costs 126Insurance 716Bank Fees 49Merchant processing Fees 154Office Expenses 3,331Software & Apps 540Taxes 350Events 16,304
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearDue to Chamber 5,426 61,582
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Brian Schultz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Board President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Plexus Education Foundation
ReturnHeader/Filer/BusinessNameControlTxt0PLEX
ReturnHeader/Filer/EIN0320269719
ReturnHeader/Filer/USAddress/AddressLine1Txt0Po Box 91697
ReturnHeader/Filer/USAddress/CityNm0Cleveland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044101
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0825185097
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Szweda Consulting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04827 Southwood Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cleveland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044144
ReturnHeader/PreparerPersonGrp/PhoneNum02168779015
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barm C Alsbrook
ReturnHeader/ReturnTs02023-05-13T17:08:50-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Brian
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Schultz
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$150,759
Liabilities
$61,582
Net assets
$89,177
Revenue
$20,040
Expenses
$60,962
Net income
-$40,922
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