Civic Intelligence

The Plenary Co

990 • Fiscal year 2023 • EIN 47-2796683

Feb 01, 2022 to Jan 31, 2023 • Filed on Dec 15, 2023

Organization ProfileTHEPLENARY.CO
1123 Carolina StSan Francisco, CA 94107

(628) 243-7608

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.01x

Higher debt load relative to assets than 43% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

43rd percentile

0.01x

Higher debt load relative to revenue than 43% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

95th percentile

72%

Higher net margin than 95% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

95th percentile

139%

Faster asset growth than 95% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

82nd percentile

51%

Faster revenue growth than 82% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$562,946

Up $326,999 (+139%) from 2022

Net Assets

Up

$559,267

Up $325,823 (+140%) from 2022

Liabilities

Up

$3,679

Up $1,176 (+47%) from 2022

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin95th percentile

Revenue

Up

$453,757

Up $154,225 (+51%) from 2022

Expenses

Up

$127,934

Up $52,003 (+68%) from 2022

Net Income

Up

$325,823

Up $102,222 (+46%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$600K$400K$200K$0Assets 2021: $77,804Liabilities 2021: $67,961Net Assets 2021: $9,8432021Assets 2022: $235,947Liabilities 2022: $2,503Net Assets 2022: $233,4442022Assets 2023: $562,946Liabilities 2023: $3,679Net Assets 2023: $559,2672023Assets 2024: $188,374Liabilities 2024: $3,601Net Assets 2024: $184,7732024Assets 2025: $42,478Liabilities 2025: $7,987Net Assets 2025: $34,4912025

Highlighted filing

2023

Assets$562,946
Liabilities$3,679
Net Assets$559,267
Open 2023 Filing

Operations Trend

Revenue Growth82nd percentile

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

$1.0M$500K$0-$500KRevenue 2021: $88,208Expenses 2021: $84,399Net Income 2021: $3,8092021Revenue 2022: $299,532Expenses 2022: $75,931Net Income 2022: $223,6012022Revenue 2023: $453,757Expenses 2023: $127,934Net Income 2023: $325,8232023Revenue 2024: $270,452Expenses 2024: $644,946Net Income 2024: -$374,4942024Revenue 2025: $80,675Expenses 2025: $230,957Net Income 2025: -$150,2822025

Highlighted filing

2023

Revenue$453,757
Expenses$127,934
Net Income$325,823
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2022 to Jan 31, 2023
Signed
Dec 15, 2023
Return Version
2022v5.0
Gross Receipts
$453,757
Mission and Program Overview

Mission

The plenary co is an arts & education nonprofit that collaborates with artists, experts, and communities to design creative pathways through social, scientific, and environmental issues. It produces imaginative works, interactive media, games, and exploratory exhibitions designed to co-create more informed, equitable, and sustainable communities.

To create better ways for the public to engage with social, scientific, and environmental issues.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$233,947$562,946▲ $328,999
Accounts Receivable$2,000--
Total Assets$235,947$562,946▲ $326,999
Liabilities
Accounts Payable and Accrued Expenses$2,503$3,679▲ $1,176
Total Liabilities$2,503$3,679▲ $1,176
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$233,444$559,267▲ $325,823
Total Net Assets Fund Balance$233,444$559,267▲ $325,823
Total Liabilities and Net Assets / Fund Balance$235,947$562,946▲ $326,999
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Stephanie Fine SassePresident & Assistant Cler
Maya BialikVice President & Clerk
Crystal Noelle DilworthTreasurer & Director
Revenue and Support

Revenue Composition

Contributions and Grants
$437,772
Program Service Revenue
$15,334
Investment Income
$651
Other Revenue
$0
All Other Contributions
$437,772
Change in Net Assets
$325,823
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$93,235
Salaries, Compensation, and Employee Benefits$34,699
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$31,631--$31,631
Fees for Services Other$13,932$4,190-$18,122
Fees for Services Accounting-$5,400-$5,400
Occupancy$4,123--$4,123
Payroll Taxes$3,068--$3,068
All Other Expenses$1,992$45-$2,037
Fees for Services Legal-$1,832-$1,832
Insurance$1,829--$1,829
Other Expenses$41,548$1,186-$1,186
Travel$772--$772
Office Expenses-$734-$734
Total Functional Expenses$98,895$29,039$0$127,934
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
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Prior to filing, the form 990 was emailed to the entire board.”

Form 990, Part VI, Section C, Line 19

“The financial statements are available upon request. The governing documents and conflict of interest policy are not available to the public.”

Filing and Contact Details

Filer

Filer Name
The Plenary Co
EIN
47-2796683
Phone
6282437608
Address
1123 CAROLINA ST, SAN FRANCISCO, CA 94107

Signing Officer

Name
Stephanie Fine Sasse
Title
President
Phone
6282437608
Signed
2023-12-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephanie Fine Sasse
Formed
2015
Legal Domicile
Ma
Voting Board Members
3
Independent Board Members
3
Employees
6
Volunteers
5

Preparer

Firm
Bernstein Rosen & Company Cpas Pc
Address
630 THIRD AVENUE SUITE 1502, NEW YORK, NY 10017
Preparer
Bernstein Rosen Company Cpas Pc
Phone
2126129700
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Outside services: program service expenses 13,932. Management and general expenses 4,190. Fundraising expenses 0. Total expenses 18,122.”

Raw XML Appendix337 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt02503
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03679
IRS990/AccountsReceivableGrp/BOYAmt02000
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO CREATE BETTER WAYS FOR THE PUBLIC TO ENGAGE WITH SOCIAL, SCIENTIFIC, AND ENVIRONMENTAL ISSUES.
IRS990/AddressChangeInd0X
IRS990/AllOtherContributionsAmt0437772
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt045
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01992
IRS990/AllOtherExpensesGrp/TotalAmt02037
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0STEPHANIE FINE SASSE
IRS990/BooksInCareOfDetail/PhoneNum06282437608
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01123 CAROLINA ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN FRANCISCO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094107
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0233947
IRS990/CashNonInterestBearingGrp/EOYAmt0562946
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0437772
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0651
IRS990/CYOtherExpensesAmt093235
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt015334
IRS990/CYRevenuesLessExpensesAmt0325823
IRS990/CYSalariesCompEmpBnftPaidAmt034699
IRS990/CYTotalExpensesAmt0127934
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0453757
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0I AM A SCIENTIST - THIS PROGRAM WAS STARTED AS A WAY TO BREAK BARRIERS AND STEREOTYPES IN THE FIELDS OF SCIENCE, TECHNOLOGY, ENGINEERING AND MATHEMATICS (STEM). THIS PROGRAM'S GOAL IS TO BUILD CLASSROOM TOOLS TO MAKE STEM CAREERS TECHNICALLY AND PSYCHOLOGICALLY ACCESSIBLE TO ALL STUDENTS REGARDLESS OF DEMOGRAPHICS, INTERESTS, PERSONALITY, AND SOCIO-ECONOMIC STATUS. THE PROGRAM WORKS TO CREATE A COLLECTION OF EDUCATIONAL RESOURCES DESIGNED TO CHALLENGE PUBLIC MISCONCEPTIONS AND INSPIRE THE NEXT GENERATION OF STEM LEADERS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt06
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt042484
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05400
IRS990/FeesForServicesAccountingGrp/TotalAmt05400
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01832
IRS990/FeesForServicesLegalGrp/TotalAmt01832
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt04190
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt013932
IRS990/FeesForServicesOtherGrp/TotalAmt018122
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0STEPHANIE FINE SASSE
IRS990/Form990PartVIISectionAGrp/PersonNm1MAYA BIALIK
IRS990/Form990PartVIISectionAGrp/PersonNm2CRYSTAL NOELLE DILWORTH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT & ASSISTANT CLER
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT & CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER & DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02015
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0453757
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt01829
IRS990/InsuranceGrp/TotalAmt01829
IRS990/InvestmentIncomeGrp/ExclusionAmt0651
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0651
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PLENARY CO IS AN ARTS & EDUCATION NONPROFIT THAT COLLABORATES WITH ARTISTS, EXPERTS, AND COMMUNITIES TO DESIGN CREATIVE PATHWAYS THROUGH SOCIAL, SCIENTIFIC, AND ENVIRONMENTAL ISSUES. IT PRODUCES IMAGINATIVE WORKS, INTERACTIVE MEDIA, GAMES, AND EXPLORATORY EXHIBITIONS DESIGNED TO CO-CREATE MORE INFORMED, EQUITABLE, AND SUSTAINABLE COMMUNITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0233444
IRS990/NetAssetsOrFundBalancesEOYAmt0559267
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0233444
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0559267
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt04123
IRS990/OccupancyGrp/TotalAmt04123
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0734
IRS990/OfficeExpensesGrp/TotalAmt0734
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0I AM A SCIENTIST KIT PR
IRS990/OtherExpensesGrp/Desc1WEBSITE EXPENSES
IRS990/OtherExpensesGrp/Desc2DESIGN AND GENERAL BRAN
IRS990/OtherExpensesGrp/Desc3SOFTWARE & SUBSCRIPTION
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09652
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21186
IRS990/OtherExpensesGrp/ProgramServicesAmt041548
IRS990/OtherExpensesGrp/TotalAmt041548
IRS990/OtherExpensesGrp/TotalAmt19652
IRS990/OtherExpensesGrp/TotalAmt26000
IRS990/OtherExpensesGrp/TotalAmt31186
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt031631
IRS990/OtherSalariesAndWagesGrp/TotalAmt031631
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt03068
IRS990/PayrollTaxesGrp/TotalAmt03068
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0STEPHANIE FINE SASSE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0I AM A SCIENTIST KIT S
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt015334
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt015334
IRS990/ProgSrvcAccomActy2Grp/Desc0COMMUNITY OUTREACH - THE PLENARY CO COLLABORATES WITH MEMBERS OF THE COMMUNITY TO DESIGN CREATIVE PATHWAYS THROUGH SOCIAL, SCIENTIFIC, AND ENVIRONMENTAL ISSUES AND PRODUCE IMAGINATIVE WORKS, INTERACTIVE MEDIA, GAMES, AND EXPLORATORY EXHIBITIONS DESIGNED TO CO-CREATE MORE INFORMED, EQUITABLE, AND SUSTAINABLE COMMUNITIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt056411
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0262630
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt051
IRS990/PYOtherExpensesAmt053400
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt036851
IRS990/PYRevenuesLessExpensesAmt0223601
IRS990/PYSalariesCompEmpBnftPaidAmt022531
IRS990/PYTotalExpensesAmt075931
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0299532
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0325823
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt015334
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0437772
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0262630
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt080004
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0780406
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0651
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt051
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0718
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt015334
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt036851
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt08188
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt060373
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0651
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt051
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0718
IRS990ScheduleA/InvestmentIncomeCYPct00.00090
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99910
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt0840779
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0453106
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0299481
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt088192
IRS990ScheduleA/Total509Grp/TotalAmt0840779
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0453757
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0299532
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt088208
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0841497
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/ScheduleBRequiredInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRIOR TO FILING, THE FORM 990 WAS EMAILED TO THE ENTIRE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 13,932. MANAGEMENT AND GENERAL EXPENSES 4,190. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,122.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0235947
IRS990/TotalAssetsEOYAmt0562946
IRS990/TotalAssetsGrp/BOYAmt0235947
IRS990/TotalAssetsGrp/EOYAmt0562946
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0437772
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt029039
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt098895
IRS990/TotalFunctionalExpensesGrp/TotalAmt0127934
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02503
IRS990/TotalLiabilitiesEOYAmt03679
IRS990/TotalLiabilitiesGrp/BOYAmt02503
IRS990/TotalLiabilitiesGrp/EOYAmt03679
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0233444
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0559267
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt098895
IRS990/TotalProgramServiceRevenueAmt015334
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0651
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt015334
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0453757
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0235947
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0562946
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0772
IRS990/TravelGrp/TotalAmt0772
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0HTTP://THEPLENARY.CO/
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE FINE SASSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06282437608
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PLENARY CO
ReturnHeader/Filer/BusinessNameControlTxt0PLEN
ReturnHeader/Filer/EIN0472796683
ReturnHeader/Filer/PhoneNum06282437608
ReturnHeader/Filer/USAddress/AddressLine1Txt01123 CAROLINA ST
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094107
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261550036
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERNSTEIN ROSEN & COMPANY CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0630 THIRD AVENUE SUITE 1502
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010017
ReturnHeader/PreparerPersonGrp/PhoneNum02126129700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BERNSTEIN ROSEN COMPANY CPAS PC
ReturnHeader/ReturnTs02023-12-15T13:52:07-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHANIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FINE SASSE
ReturnHeader/TaxPeriodBeginDt02022-02-01
ReturnHeader/TaxPeriodEndDt02023-01-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$562,946
Liabilities
$3,679
Net assets
$559,267
Revenue
$453,757
Expenses
$127,934
Net income
$325,823
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.42$0.08$0.34$0.81$2.31$1.50
2024Detailed filing. Detailed filing data is available for this year.$1.88$0.04$1.85$2.70$6.45$3.74
2023Detailed filing. Detailed filing data is available for this year.$5.63$0.04$5.59$4.54$1.28$3.26
2022Detailed filing. Detailed filing data is available for this year.$2.36$0.03$2.33$3.00$0.76$2.24
2021Detailed filing. Detailed filing data is available for this year.$0.78$0.68$0.10$0.88$0.84$0.04