Civic Intelligence

The Plexus Education Foundation Inc.

990EZ • Fiscal year 2023 • EIN 32-0269719

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 15, 2024

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

0.40x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

94th percentile

0.66x

Higher debt load relative to revenue than 94% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

84th percentile

34%

Higher net margin than 84% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

85th percentile

51%

Faster asset growth than 85% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

98th percentile

589%

Faster revenue growth than 98% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$227,246

Up $76,487 (+51%) from 2022

Net Assets

Up

$135,715

Up $46,538 (+52%) from 2022

Liabilities

Up

$91,531

Up $29,949 (+49%) from 2022

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin84th percentile

Revenue

Up

$137,992

Up $117,952 (+589%) from 2022

Expenses

Up

$91,454

Up $30,492 (+50%) from 2022

Net Income

Up

$46,538

Up $87,460 (+214%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth85th 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

2023

Assets$227,246
Liabilities$91,531
Net Assets$135,715
Open 2023 Filing

Operations Trend

Revenue Growth98th 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

2023

Revenue$137,992
Expenses$91,454
Net Income$46,538
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 15, 2024
Return Version
2023v5.1
Gross Receipts
$137,992
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 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
2024-07-15
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 3,000”

Description of other expenses Part I line 16

“Description AmountCommunication Costs 4,877Insurance 737Awards 5,194Merchant processing Fees 118Office Expenses 412Software & Apps 99Taxes 100Events 31,131Advertising & Marketing 2,500Staffing Expenses 315”

Description of other assets Part II line 24

“Category Beginning of Year End of YearFraud - Pending Bank Refund 0 25Undeposited Funds 0 10,250”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearDue to Chamber 61,582 91,531”

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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/TaxPeriodBeginDt02023-01-01
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$227,246
Liabilities
$91,531
Net assets
$135,715
Revenue
$137,992
Expenses
$91,454
Net income
$46,538
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