Civic Intelligence

Plummer Youth Promise Inc.

990 • Fiscal year 2014 • EIN 04-2104844

Jul 01, 2013 to Jun 30, 2014 • Filed on Aug 28, 2014

37 Winter Island RoadSalem, MA 01970

(978) 744-1099

Siviq Scores

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

Liabilities / Assets

41st percentile

0.06x

Higher debt load relative to assets than 41% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

38th percentile

0.06x

Higher debt load relative to revenue than 38% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

70th percentile

12%

Higher net margin than 70% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

78th percentile

$121,684

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

75th percentile

13%

Faster asset growth than 75% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

81st percentile

29%

Faster revenue growth than 81% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$3,519,048

Up $400,809 (+13%) from 2013

Net Assets

Up

$3,322,129

Up $389,417 (+13%) from 2013

Liabilities

Up

$196,919

Up $11,392 (+6.1%) from 2013

Revenue

Up

$3,267,116

Up $735,035 (+29%) from 2013

Expenses

Up

$2,877,699

Up $485,163 (+20%) from 2013

Net Income

Up

$389,417

Up $249,872 (+179%) from 2013

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $2,908,401Liabilities 2011: $82,950Net Assets 2011: $2,825,4512011Assets 2012: $2,881,448Liabilities 2012: $111,136Net Assets 2012: $2,770,3122012Assets 2013: $3,118,239Liabilities 2013: $185,527Net Assets 2013: $2,932,7122013Assets 2014: $3,519,048Liabilities 2014: $196,919Net Assets 2014: $3,322,1292014Assets 2015: $3,454,100Liabilities 2015: $229,000Net Assets 2015: $3,225,1002015Assets 2016: $3,056,966Liabilities 2016: $232,441Net Assets 2016: $2,824,5252016Assets 2017: $3,726,279Liabilities 2017: $535,918Net Assets 2017: $3,190,3612017Assets 2019: $4,529,466Liabilities 2019: $732,019Net Assets 2019: $3,797,4472019Assets 2020: $5,741,324Liabilities 2020: $1,384,261Net Assets 2020: $4,357,0632020Assets 2021: $7,491,645Liabilities 2021: $688,386Net Assets 2021: $6,803,2592021Assets 2022: $10,888,354Liabilities 2022: $647,042Net Assets 2022: $10,241,3122022Assets 2023: $16,877,882Liabilities 2023: $1,075,015Net Assets 2023: $15,802,8672023Assets 2024: $23,246,398Liabilities 2024: $2,982,266Net Assets 2024: $20,264,1322024Assets 2025: $28,205,193Liabilities 2025: $4,326,882Net Assets 2025: $23,878,3112025

Highlighted filing

2014

Assets$3,519,048
Liabilities$196,919
Net Assets$3,322,129

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $1,566,0562011Expenses 2012: $1,794,8642012Revenue 2013: $2,532,081Expenses 2013: $2,392,536Net Income 2013: $139,5452013Revenue 2014: $3,267,116Expenses 2014: $2,877,699Net Income 2014: $389,4172014Revenue 2015: $3,028,172Expenses 2015: $3,125,202Net Income 2015: -$97,0302015Revenue 2016: $2,937,381Expenses 2016: $3,337,957Net Income 2016: -$400,5762016Revenue 2017: $4,416,375Expenses 2017: $4,050,539Net Income 2017: $365,8362017Revenue 2019: $6,092,313Expenses 2019: $5,623,451Net Income 2019: $468,8622019Revenue 2020: $6,991,554Expenses 2020: $6,503,955Net Income 2020: $487,5992020Revenue 2021: $8,894,606Expenses 2021: $6,832,619Net Income 2021: $2,061,9872021Revenue 2022: $11,501,010Expenses 2022: $7,579,641Net Income 2022: $3,921,3692022Revenue 2023: $13,253,082Expenses 2023: $8,578,923Net Income 2023: $4,674,1592023Revenue 2024: $12,900,099Expenses 2024: $8,669,096Net Income 2024: $4,231,0032024Revenue 2025: $12,986,863Expenses 2025: $9,466,059Net Income 2025: $3,520,8042025

Highlighted filing

2014

Revenue$3,267,116
Expenses$2,877,699
Net Income$389,417
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Aug 28, 2014
Return Version
2013v3.1
Gross Receipts
$3,267,116
Mission and Program Overview

Mission

Plummer's mission is to set a standard of excellence that improves outcomes for young people in or at risk of entering state care by deeply engaging youth, families, and the systems that impact them to develop permanent family relationships, skills, and community connections.

To provide adolescents innovative support and services, in a safe and nurturing environment, to build the skills and relationships necessary for successful adulthood.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,937,344$2,122,939▲ $185,595
Land, Buildings, and Equipment, Net$521,267$488,907▼ $32,360
Cash and Non-Interest-Bearing Accounts$465,415$453,398▼ $12,017
Pledges and Grants Receivable-$221,051-
Accounts Receivable$177,341$187,541▲ $10,200
Prepaid Expenses and Deferred Charges$13,714$42,692▲ $28,978
Total Assets$3,118,239$3,519,048▲ $400,809
Other Assets Total$3,158$2,520▼ $638
Liabilities
Accounts Payable and Accrued Expenses$180,422$172,856▼ $7,566
Deferred Revenue-$21,459-
Unsecured Notes Loans Payable$2,604--
Other Liabilities$2,501$2,604▲ $103
Total Liabilities$185,527$196,919▲ $11,392
Net Assets / Fund Balance
Unrestricted Net Assets$2,797,050$2,999,698▲ $202,648
Temporarily Rstr Net Assets$135,662$322,431▲ $186,769
Total Net Assets Fund Balance$2,932,712$3,322,129▲ $389,417
Total Liabilities and Net Assets / Fund Balance$3,118,239$3,519,048▲ $400,809

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$373,208$414,318-
Other Land Buildings$32,189$27,450-
Land$27,790--
Equipment$55,720$132,145-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
James ListerExec DirectorFT$121,684$121,684
Nicole MclaughlinDirector of Strategy & AdvancementFT$91,585$91,585
Shane MacmasterDirector of OperationsFT$75,316$75,316
Lori WiswellBusiness Mgr.PT$57,135$57,135

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,010,132
Program Service Revenue
$2,049,715
Investment Income
$201,707
Other Revenue
$5,562
All Other Contributions
$1,010,132
Change in Net Assets
$389,417
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,774,151
Other Expenses$1,103,548
Total Fundraising Expense$287,555
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,062,804$13,913$72,743$1,149,460
Current Officers, Directors, Trustees, and Key Employees$188,995$50,343$127,727$367,065
Occupancy$163,346$3,451$1,338$168,135
Payroll Taxes$115,988$4,721$16,906$137,615
Fees for Services Other$103,142$16,431$8,044$127,617
Other Employee Benefits$102,437$4,130$13,444$120,011
Office Expenses$20,028$11,671$24,812$56,511
Depreciation Depletion$49,254$2,534$996$52,784
Travel$49,761$1,730$766$52,257
Insurance$6,770$22,492$0$29,262
All Other Expenses$19,325$3,335$3,393$26,053
Fees for Service Investment Mgmnt Fees$0$16,177$0$16,177
Fees for Services Accounting$0$13,800$0$13,800
Conferences and Meetings$9,105$1,340$813$11,258
Other Expenses$75$0$9,885$9,960
Fees for Services Legal$538$3,510$963$5,011
Interest$14$533$0$547
Total Functional Expenses$2,414,469$175,675$287,555$2,877,699
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Sarah MorrillFormer Board MemberConsulting ServicesNo$17,825
Caryn ListerWife of Executive DirectorConsulting ServicesNo$16,163
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Current Portion of Long Term Debt$2,604
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
Yes
Business relationship with organization members
Yes
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

EIN
04-2104844
Phone
9787441099

Signing Officer

Name
Kim Meader
Title
Treasurer
Phone
9787441099
Signed
2014-08-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Lister
Formed
1855
Legal Domicile
Ma
Voting Board Members
14
Independent Board Members
14
Employees
46
Volunteers
50

Preparer

Preparer
Brian Mclarney Mba Cpapfs
Phone
9784532222
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The finance committee meets to review the 990 prior to filing. All board members are invited to attend

Pt VI, Line 19

No documents are available to the public

Pt VI, Line 15A

Trustees reviewed similar agencies 990 forms to establish

Pt VI, Line 15A

The executive director's compensation during the fiscal year ending june 30, 2014

Pt VI, Line 12C

Board members review the policy and sign annually. Whenever

Pt VI, Line 12C

A director, officer or committee member becomes aware of a potential conflict of interest,

Pt VI, Line 12C

Whether financial or otherwise, s/he makes the situation known

Pt VI, Line 12C

To the board or committee (as the case may be) and provides

Pt VI, Line 12C

All facts material to understanding the nature and scope of

Pt VI, Line 12C

The conflict, including whether the interested person believes

Pt VI, Line 12C

His or her ability to make an independent decision based soley

Pt VI, Line 12C

On the best interest of the corporation has been compromised.

Pt VI, Line 12C

If the interested person does not make this disclosure, another

Pt VI, Line 12C

Director or committee member with knowledge of the potential

Pt VI, Line 12C

Conflict draws it to the body's attention. The interested person

Pt VI, Line 12C

With the potential conflict must retire from the meeting and not participate

Pt VI, Line 12C

In final discussion and voting on the existence of the conflict.

Pt VI, Line 12C

If a conflict is found to exist, the interested person may be

Pt VI, Line 12C

Invited to provide any relevant information that could be of use

Pt VI, Line 12C

To the board in making its decision, but shall again retire and not

Pt VI, Line 12C

Participate in the final discussion and voting regarding the

Pt VI, Line 12C

Transaction. The board of committee's decision is based on

Pt VI, Line 12C

Consideration of whether the transaction;

Pt VI, Line 12C

(1) is in the organization's best interest and for its own benefit,

Pt VI, Line 12C

(2) is fair and reasonable to the organization, and

Pt VI, Line 12C

(3) is the most adventageous transaction or arrangement the

Form 990, Part III, Line 4D

The family partner program provides transitional support for boys returning 2711. 0. 0. Community apartment program provides 1 bedroom apartments in the community for 122847. 0. 161253. On point is a collaboration between plummer home, the salem police, 105838. 0. 63617. The plummer home's intensive foster care program serves youth ages 0-22, who would otherwise be in a more 794852. 0. 590363.

Form 990, Part IX, Line 24F

Membership dues 8214. 4268. 2266. 1680. Telephone 17839. 15057. 1069. 1713.

Pt VI, Line 12C

Organization can obtain with reasonable efforts under the

Pt VI, Line 12C

CIRCUMSTANCES.

Pt VI, Line 15B

The Organization looked at smaller agencies like Plummer

Pt VI, Line 15B

and larger agencies where key employees has the skills

Pt VI, Line 15B

and experience to be a competitive candidate. The key employees

Pt VI, Line 15B

also did some research that included Guidestar and they looked

Pt VI, Line 15B

at the Third Sector New England compensation report.

Pt VI, Line 15B

Third Sector New England is a trade association for non-profits

Pt VI, Line 15B

and they periodically produce a compensation report.

Pt VI, Line 15B

The Organization took into consideration the organizations research,

Pt VI, Line 15B

the key employee's research, their job performance,

Pt VI, Line 15B

success in increasing the money raised, and her value to

Pt VI, Line 15B

the organization in deciding a fair and appropriate compensation.

Pt VI, Line 4

The Organization updated their by-laws to clarify the board

Pt VI, Line 4

members term length, as well as to combine the Finance

Pt VI, Line 4

Investment, and Audit Committees into one committee.

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IRS990/Form990PartVIISectionAGrp/TitleTxt14Exec Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Business Mgr.
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director of Strategy & Advancement
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE PRE-INDEPENDENT LIVING PROGRAM IS FOR OLDER TEENS AND YOUNG ADULTS WHO DO NOT HAVE SAFE AND APPROPRIATE FAMILIES TO LIVE WITH. MOST BOYS INVOLVED IN THIS PROGRAM HAVE A LONG HISTORY OF ABUSE AND/OR NEGLECT AND DO NOT HAVE A FAMILY SETTING TO RETURN TO. THE PRE-INDEPENDENT LIVING PROGRAM AIMS TO CONNECT ALL YOUTH TO A SAFE PERMANENT FAMILY WHILE PROVIDING PRACTICAL LIFE SKILLS AND PRE-INDEPENDENT LIVING SKILLS SUCH AS BANKING; BUDGETING; FINDING A JOB; AND GROCERY SHOPPING IN AN EFFORT TO PRE
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IRS990/ProgSrvcAccomActy3Grp/Desc0THE PERMANANCY PROGRAM: YOUTH WHO TURN 18 WHILE STILL IN FOSTER CARE OR GROUP CARE FACE DISMAL OUTCOMES; 37% WILL BE HOMELESS, 64% WILL BE UNEMPLOYED, 94% WILL NEVER GET A COLLEGE DEGREE. THIS IS UNNECESSARY AND HAS TO CHANGE. STARTING WITH SOME OF THE TOUGHEST CASES, TEENS IN GROUP CARE AND FOSTER CARE, PLUMMER HOME HAS DEVELOPED A PRACTICE MODEL TO CONNECT OR RECONNECT KIDS WITH PERMANANT FAMILIES. THOUGH THIS WORK IS IN ITS EARLY STAGES, OTHERS AROUND THE COUNTRY ARE INTERESTED IN IT AND WE H
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0157483
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE FAMILY PARTNER PROGRAM PROVIDES TRANSITIONAL SUPPORT FOR BOYS RETURNING FROM RESIDENTIAL CARE TO LIVE WITH THEIR FAMILIES. TRAINED STAFF WORK FROM RESIDENTIAL CARE TO LIVE WITH THEIR FAMILIES. TRAINED STAFF WORK
IRS990/ProgSrvcAccomActyOtherGrp/Desc1COMMUNITY APARTMENT PROGRAM PROVIDES 1 BEDROOM APARTMENTS IN THE COMMUNITY FOR YOUNG MEN OR WOMEN AGES 18-22 WHO HAVE TURNED 18 WHILE IN FOSTER CARE, YOUNG MEN OR WOMEN AGES 18-22 WHO HAVE TURNED 18 WHILE IN FOSTER CARE, YOUNG MEN OR WOMEN AGES 18-22 WHO HAVE TURNED 18 WHILE IN FOSTER CARE, YOUNG MEN OR WOMEN AGES 18-22 WHO HAVE TURNED 18 WHILE IN FOSTER CARE, YOUNG MEN OR WOMEN AGES 18-22 WHO HAVE TURNED 18 WHILE IN FOSTER CARE, YOUNG MEN OR WOMEN AGES 18-22 WHO HAVE TURNED 18 WHILE IN FOSTER C
IRS990/ProgSrvcAccomActyOtherGrp/Desc2ON POINT IS A COLLABORATION BETWEEN PLUMMER HOME, THE SALEM POLICE, AND THE ESSEX COUNTY JUVENILE COURT LOCATED IN SALEM'S LOWEST AND THE ESSEX COUNTY JUVENILE COURT LOCATED IN SALEM'S LOWEST AND THE ESSEX COUNTY JUVENILE COURT LOCATED IN SALEM'S LOWEST AND THE ESSEX COUNTY JUVENILE COURT LOCATED IN SALEM'S LOWEST AND THE ESSEX COUNTY JUVENILE COURT LOCATED IN SALEM'S LOWEST AND THE ESSEX COUNTY JUVENILE COURT LOCATED IN SALEM'S LOWEST
IRS990/ProgSrvcAccomActyOtherGrp/Desc3THE PLUMMER HOME'S INTENSIVE FOSTER CARE PROGRAM SERVES YOUTH AGES 0-22, WHO WOULD OTHERWISE BE IN A MORE RESTRICTIVE SETTING SUCH AS HOSPITALS, PSYCHIATRIC CENTERS, CORRECTIONAL FACILITIES OR RESTRICTIVE SETTING SUCH AS HOSPITALS, PSYCHIATRIC CENTERS, CORRECTIONAL FACILITIES OR RESTRICTIVE SETTING SUCH AS HOSPITALS, PSYCHIATRIC CENTERS, CORRECTIONAL FACILITIES OR RESTRICTIVE SETTING SUCH AS HOSPITALS, PSYCHIATRIC CENTERS, CORRECTIONAL FACILITIES OR RESTRICTIVE SETTING SUCH AS HOSPITALS, PSYCHIA
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$28.2$4.33$23.9$13.0$9.47$3.52
2024Detailed filing. Detailed filing data is available for this year.$23.2$2.98$20.3$12.9$8.67$4.23
2023Detailed filing. Detailed filing data is available for this year.$16.9$1.08$15.8$13.3$8.58$4.67
2022Detailed filing. Detailed filing data is available for this year.$10.9$0.65$10.2$11.5$7.58$3.92
2021Detailed filing. Detailed filing data is available for this year.$7.49$0.69$6.80$8.89$6.83$2.06
2020Detailed filing. Detailed filing data is available for this year.$5.74$1.38$4.36$6.99$6.50$0.49
2019Detailed filing. Detailed filing data is available for this year.$4.53$0.73$3.80$6.09$5.62$0.47
2017Summary only. Only limited summary data is available for this year.$3.73$0.54$3.19$4.42$4.05$0.37
2016Detailed filing. Detailed filing data is available for this year.$3.06$0.23$2.82$2.94$3.34$0.40
2015Detailed filing. Detailed filing data is available for this year.$3.45$0.23$3.23$3.03$3.13$0.10
2014Detailed filing. Detailed filing data is available for this year.$3.52$0.20$3.32$3.27$2.88$0.39
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.12$0.19$2.93$2.53$2.39$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.88$0.11$2.77$1.79
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.91$0.08$2.83$1.57
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $1M-$5M nonprofits