Civic Intelligence

Plum Beach Foundation

990PF • Fiscal year 2022 • EIN 20-3849330

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 31, 2023

PO Box 379Wainscott, NY 11975

(631) 414-4000

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • NTEE T20 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

71st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • NTEE T20 • <$500k nonprofits • Source year 2022

Net Margin

68th percentile

22%

Higher net margin than 68% of similar nonprofits.

2022 filings • NTEE T20 • <$500k nonprofits • Source year 2022

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2022 filings • NTEE T20 • <$500k nonprofits • Source year 2022

Asset Growth

86th percentile

37%

Faster asset growth than 86% of similar nonprofits.

2022 filings • NTEE T20 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

69th percentile

20%

Faster revenue growth than 69% of similar nonprofits.

2022 filings • NTEE T20 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$176,945

Up $47,822 (+37%) from 2021

Net Assets

Up

$176,945

Up $47,822 (+37%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$217,972

Up $36,327 (+20%) from 2021

Expenses

Down

$170,150

Down $38,945 (-19%) from 2021

Net Income

Up

$47,822

Up $75,272 (+274%) from 2021

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $398,471Liabilities 2011: $02011Assets 2012: $202,043Liabilities 2012: $153,5142012Assets 2013: $280,438Liabilities 2013: $0Net Assets 2013: $280,4382013Assets 2014: $216,417Liabilities 2014: $0Net Assets 2014: $216,4172014Assets 2015: $233,985Liabilities 2015: $0Net Assets 2015: $233,9852015Assets 2016: $265,208Liabilities 2016: $0Net Assets 2016: $265,2082016Assets 2017: $201,766Liabilities 2017: $0Net Assets 2017: $201,7662017Assets 2018: $41,810Liabilities 2018: $0Net Assets 2018: $41,8102018Assets 2019: $961Liabilities 2019: $0Net Assets 2019: $9612019Assets 2020: $156,573Liabilities 2020: $0Net Assets 2020: $156,5732020Assets 2021: $129,123Liabilities 2021: $0Net Assets 2021: $129,1232021Assets 2022: $176,945Liabilities 2022: $0Net Assets 2022: $176,9452022Assets 2023: $141,939Liabilities 2023: $0Net Assets 2023: $141,9392023Assets 2024: $346,957Liabilities 2024: $0Net Assets 2024: $346,9572024

Highlighted filing

2022

Assets$176,945
Liabilities$0
Net Assets$176,945

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $507,180Expenses 2011: $412,302Net Income 2011: $94,8782011Revenue 2012: $153,599Expenses 2012: $503,541Net Income 2012: -$349,9422012Revenue 2013: $258,793Expenses 2013: $26,884Net Income 2013: $231,9092013Revenue 2014: $182,816Expenses 2014: $269,590Net Income 2014: -$86,7742014Revenue 2015: $247,917Expenses 2015: $230,349Net Income 2015: $17,5682015Revenue 2016: $124,795Expenses 2016: $93,572Net Income 2016: $31,2232016Revenue 2017: $320,241Expenses 2017: $383,683Net Income 2017: -$63,4422017Revenue 2018: $276,256Expenses 2018: $436,212Net Income 2018: -$159,9562018Revenue 2019: $316,015Expenses 2019: $356,864Net Income 2019: -$40,8492019Revenue 2020: $426,365Expenses 2020: $270,753Net Income 2020: $155,6122020Revenue 2021: $181,645Expenses 2021: $209,095Net Income 2021: -$27,4502021Revenue 2022: $217,972Expenses 2022: $170,150Net Income 2022: $47,8222022Revenue 2023: $261,562Expenses 2023: $296,568Net Income 2023: -$35,0062023Revenue 2024: $371,400Expenses 2024: $166,382Net Income 2024: $205,0182024

Highlighted filing

2022

Revenue$217,972
Expenses$170,150
Net Income$47,822
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 31, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL B NIERENBERGTrusteePT$0--
ELIN NIERENBERGTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Plum Beach Foundation
EIN
20-3849330
In Care Of
% MARCUM LLP
Phone
6314144000
Address
PO Box 379, Wainscott, NY 11975

Signing Officer

Name
Michael Nierenberg
Title
Director
Phone
6314144000
Signed
2023-08-31
Discuss with paid preparer
Yes

Preparer

Firm
Marcum Llp
Address
10 MELVILLE PARK RD, MELVILLE, NY 11747
Preparer
Keith M Blitzer
Phone
6314144000
Raw XML Appendix268 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.

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IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0THE NIERENBERG 2011 CLAT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O MARCUM LLP- 10 MELVILLE PARK RO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MELVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd011747
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0217948
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0THE NIERENBERG 2011 CLAT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0C/O MARCUM LLP- 10 MELVILLE PARK RO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0MELVILLE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd011747
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL NIERENBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06314144000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Plum Beach Foundation
ReturnHeader/Filer/BusinessNameControlTxt0PLUM
ReturnHeader/Filer/EIN0203849330
ReturnHeader/Filer/InCareOfNm0% MARCUM LLP
ReturnHeader/Filer/PhoneNum06314144000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 379
ReturnHeader/Filer/USAddress/CityNm0Wainscott
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011975
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARCUM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 MELVILLE PARK RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MELVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011747
ReturnHeader/PreparerPersonGrp/PhoneNum06314144000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEITH M BLITZER
ReturnHeader/ReturnTs02023-10-04T14:37:09-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NIERENBERG
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$3.71$1.66$2.05
2023Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$2.62$2.97$0.35
2022Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$2.18$1.70$0.48
2021Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$1.82$2.09$0.27
2020Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$4.26$2.71$1.56
2019Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$3.16$3.57$0.41
2018Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$2.76$4.36$1.60
2017Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$3.20$3.84$0.63
2016Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$1.25$0.94$0.31
2015Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$2.48$2.30$0.18
2014Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$1.83$2.70$0.87
2013Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$2.59$0.27$2.32
2012Summary only. Only limited summary data is available for this year.$2.02$1.54$1.54$5.04$3.50
2011Summary only. Only limited summary data is available for this year.$3.98$0.00$5.07$4.12$0.95