The Plenary Co FY2023 filing

Tax-deductible

San Francisco, CA501(c)(3)EducationEIN 47-2796683Revenue $454K in FY2023

On file with the IRStheplenary.co886a De Haro St, 94107-2706 · San Francisco, CATax-exempt since Mar 2015Publicly supported — 509(a)(2)

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

501(c)(3) charity; gifts are tax-deductible.
77¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $6K a year · 2% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
77%
of spending
Looks good: 77% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
53 mo
of spending, in cash
Looks good: 52.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$4K
0.7% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
3
of 3 voting members
Looks good: 3 of 3 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$454K
+51% vs prior year
Spent
$128K
To programs
77%
Net assets
$559K
By yearFY2021–FY2025
Revenue
$454K
FY2023▲ +51%
Tap a bar for its year
Revenue by fiscal year
FY2021$88K
FY2022$300K
FY2023$454K
FY2024$270K
FY2025$81K
Expenses
$128K
FY2023▲ +68%
Tap a bar for its year
Expenses by fiscal year
FY2021$84K
FY2022$76K
FY2023$128K
FY2024$645K
FY2025$231K
Net assets
$559K
FY2023▲ +140%
Tap a bar for its year
Net assets by fiscal year
FY2021$10K
FY2022$233K
FY2023$559K
FY2024$185K
FY2025$34K

From the FY2023 Form 990 (year ending January 2023) · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 2015.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

77 cents of each dollar spent went to programs.

Program services 77% · $99K Management & general 23% · $29K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

3 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
President & Assistant Cler
$0Pt VII · Sec A
Vice President & Clerk
$0Pt VII · Sec A
Treasurer & Director
$0Pt VII · Sec A
See The Plenary Co executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Helps people connect with social, scientific, and environmental issues.

Questions for The Plenary Co

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Provided by the organization

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2 programs · $99K · in their own filed words · FY2022
01

Community 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.

$56Kprogram expense
02

I 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…

$42Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$10K
Grants paid · 1 grant · $50K · 2023–2023

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$454K
Ln 12
Gifts and grantsLn 1h$438K
Fees for servicesLn 2g$15K
Investment incomeLn 3$651
Money outPt IX
$128K
Ln 25
Programscol B$99K
Managementcol C$29K
Owns and owesPt X
$559K
net assets · Ln 32
Cash and savingsLn 1–2$563K
Total assetsLn 16$563K
LiabilitiesLn 26$4K
PeoplePt VI, VII
3
listed · VII A
PaidVII A0
Voting boardVI 1a3
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$438K
Fees for servicesLn 2g$15K
Investment incomeLn 3$651
Total revenueLn 12$454K
Assets in detailPt X, end of year
CashLn 1$563K
Cash and savings togetherLn 1–2$563K
Total assetsLn 16$563K
LiabilitiesLn 26$4K
Net assetsLn 32$559K
OperationsPt I, VI
EmployeesI 55
VolunteersI 65
Fiscal year endsHeaderJanuary
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$234K$563K
Total assetsLn 16$236K$563K
LiabilitiesLn 26$3K$4K
Net assetsLn 32$233K$559K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$32K$32K
Payroll taxesLn 10$3K$3K
Legal feesLn 11b$2K$2K
Accounting feesLn 11c$5K$5K
Other fees for servicesLn 11g$18K$14K$4K
Office expensesLn 13$734$734
OccupancyLn 16$4K$4K
TravelLn 17$772$772
InsuranceLn 23$2K$2K
Other expenses (24a–d)Ln 24$58K$42K$17K
All other expensesLn 24e$2K$2K$45
Total functional expensesLn 25$128K$99K$29K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $81K$231K−$150K$34K 990 PDF
FY2024 $270K$645K−$374K$185K 990 PDF
FY2023 Viewing $454K$128K$326K$559K 990 PDF
FY2022 $300K$76K$224K$233K 990 PDF
FY2021 $88K$84K$4K$10K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $453,757 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $262,630$437,772
I-9 Program service revenuePrior year $36,851$15,334
I-10 Investment incomePrior year $51$651
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $299,532$453,757
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $22,531$34,699
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $53,400$93,235
I-18 Total expensesPrior year $75,931$127,934
I-19 Revenue less expensesPrior year $223,601$325,823
Part VI · Governance 3 of 3 board members independent, 4 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members3
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $453,757 across 5 lines filed
VIII-1f All other contributions, gifts and grants$437,772
VIII-1h Total contributions, gifts and grants$437,772
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $15,334$15,334
VIII-3 Investment incomeExcluded from tax $651$651
VIII-12 Total revenueRelated to mission $15,334 · Unrelated business $0 · Excluded from tax $651$453,757
Part IX · Statement of functional expenses $127,934 across 11 lines filed
IX-7 Other salaries and wagesPrograms $31,631$31,631
IX-10 Payroll taxesPrograms $3,068$3,068
IX-11b Legal feesManagement $1,832$1,832
IX-11c Accounting feesManagement $5,400$5,400
IX-11g Other fees for servicesPrograms $13,932 · Management $4,190$18,122
IX-13 Office expensesManagement $734$734
IX-16 OccupancyPrograms $4,123$4,123
IX-17 TravelPrograms $772$772
IX-23 InsurancePrograms $1,829$1,829
IX-24 Other expenses (24a–d)Programs $41,548 · Management $16,838$58,386
IX-24e All other expensesPrograms $1,992 · Management $45$2,037
IX-25 Total functional expensesPrograms $98,895 · Management $29,039 · Fundraising $0$127,934
Part X · Balance sheet $562,946 assets, 7 lines filed
X-1 Cash, non-interest-bearingStart of year $233,947$562,946
X-16 Total assetsStart of year $235,947$562,946
X-17 Accounts payable and accrued expensesStart of year $2,503$3,679
X-26 Total liabilitiesStart of year $2,503$3,679
X-27 Net assets without donor restrictionsStart of year $233,444$559,267
X-32 Total net assets or fund balancesStart of year $233,444$559,267
X-33 Total liabilities and net assetsStart of year $235,947$562,946
Part XI · Reconciliation of net assets $559,267 net assets at year end
XI-1 Total revenue$453,757
XI-2 Total expenses$127,934
XI-3 Revenue less expenses$325,823
XI-4 Net assets at start of year$233,444
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$559,267

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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