Civic Intelligence

Plum Beach Foundation

990PF • Fiscal year 2023 • EIN 20-3849330

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

Organization Profile
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.

2023 filings • NTEE T20 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

71st percentile

0.00x

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

2023 filings • NTEE T20 • <$500k nonprofits • Source year 2023

Net Margin

44th percentile

-13%

Higher net margin than 44% of similar nonprofits.

2023 filings • NTEE T20 • <$500k nonprofits • Source year 2023

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.

2023 filings • NTEE T20 • <$500k nonprofits • Source year 2023

Asset Growth

26th percentile

-20%

Faster asset growth than 26% of similar nonprofits.

2023 filings • NTEE T20 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

65th percentile

20%

Faster revenue growth than 65% of similar nonprofits.

2023 filings • NTEE T20 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$141,939

Down $35,006 (-20%) from 2022

Net Assets

Down

$141,939

Down $35,006 (-20%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin44th percentile

Revenue

Up

$261,562

Up $43,590 (+20%) from 2022

Expenses

Up

$296,568

Up $126,418 (+74%) from 2022

Net Income

Down

-$35,006

Down $82,828 (-173%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

2023

Assets$141,939
Liabilities$0
Net Assets$141,939
Open 2023 Filing

Operations Trend

Revenue Growth65th percentile

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

2023

Revenue$261,562
Expenses$296,568
Net Income-$35,006
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay92nd percentile

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
% CBIZ LLC
Phone
6314144000
Address
PO Box 379, Wainscott, NY 11975

Signing Officer

Name
Michael Nierenberg
Title
Director
Phone
6314144000
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
CBIZ Advisors LLC
Address
10 MELVILLE PARK RD, MELVILLE, NY 11747
Preparer
Keith M Blitzer
Phone
6314144000
Raw XML Appendix239 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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ReturnHeader/PreparerPersonGrp/PhoneNum06314144000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEITH M BLITZER
ReturnHeader/ReturnTs02024-11-15T09:40:31-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$141,939
Liabilities
$0
Net assets
$141,939
Revenue
$261,562
Expenses
$296,568
Net income
-$35,006
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