Paul & Janice B Plotkin Family Foundation

990PF • Fiscal year 2022 • EIN 26-1599886

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

Organization Profile

4100 Del Rey AvenueMarina Del Rey, CA 90292

(310) 306-4100

Siviq Scores

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

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

90%

Higher net margin than 95% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

542%

Faster asset growth than 99% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

21777%

Faster revenue growth than 100% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet

Liabilities / Assets31st percentile

Assets

$1,365,395

Up $1,152,624 (+542%) from 2021

Net Assets

$1,365,395

Up $1,152,624 (+542%) from 2021

Liabilities

Flat

Flat from 2021

Revenue And Expenses

Liabilities / Revenue29th percentile Net Margin95th percentile

Revenue

$1,279,396

Up $1,273,548 (+21777%) from 2021

Expenses

$126,772

Up $42,227 (+50%) from 2021

Net Income

$1,152,624

Up $1,231,321 (+1565%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

Highlighted filing

2022

Assets$1,365,395

Liabilities$0

Net Assets$1,365,395

Open 2022 Filing

Operations Trend

Revenue Growth100th percentile

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

Highlighted filing

2022

Revenue$1,279,396

Expenses$126,772

Net Income$1,152,624

Open 2022 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2022 to Dec 31, 2022
Signed: Nov 15, 2023
Return Version: 2022v5.0

Compensation and Service Providers

Top Officer Pay46th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
PAUL M PLOTKIN	CEO	-	$0	-	-
JANICE B PLOTKIN	Secretary	-	$0	-	-
JERRIANNE NEUMANN	CFO	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Paul & Janice B Plotkin Family Foundation
EIN: 26-1599886
In Care Of: % PAUL M PLOTKIN
Phone: 3103064100
Address: 4100 DEL REY AVENUE, MARINA DEL REY, CA 90292

Signing Officer

Name: Paul M Plotkin
Title: CEO
Phone: 3103064100
Signed: 2023-11-15
Discuss with paid preparer: Yes

Preparer

Firm: Holthouse Carlin & Van Trigt Llp
Address: 3011 TOWNSGATE ROAD SUITE 400, WESTLAKE VILLAGE, CA 91361
Preparer: Stephanie Wilkinson
Phone: 8053748555

Raw XML Appendix308 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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AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc	0	NONE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	2	10908
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	12472
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	D
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	52165
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	52165
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd	0	X
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	17483
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IRS990PF/FMVAssetsEOYAmt	0	1162889
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	1365395
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
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IRS990PF/MethodOfAccountingCashInd	0	X
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	1416662
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	22916
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	PAUL M PLOTKIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	JANICE B PLOTKIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	JERRIANNE NEUMANN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	CFO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	2	4100 DEL REY AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	MARINA DEL REY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	MARINA DEL REY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	2	MARINA DEL REY
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IRS990PF/Organization501c3ExemptPFInd	0	X
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	112275
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	PAUL M PLOTKIN
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	3103064100
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	PAUL M PLOTKIN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	50000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	5250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	PROVIDE SUPPORT FOR THE ROUNDHOUSE AQUARIUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	Saint John's Hospital And Health Center Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	The Michael J Fox Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	Rons Rules Scholarship Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	HARRISON GREENBERG MEMORIAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	2121 Santa Monica Boulevard
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	GRAND CENTRAL STA PO BOX 4777
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	11900 W OLYMPIC BLVD SUITE 600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	228 MANHATTAN BEACH BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Santa Monica
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	MANHATTAN BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	90404
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	10163
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	90064
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	90266
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	110250
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	52165
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	52165
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	1692
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	6862
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	19090
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	7724
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	7724
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	87754
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	60110
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	1692
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	6862
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	19090
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2018
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	112275
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	60110
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	95478
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	35368
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	10772
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	10772
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	1700
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	3
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	PAUL M PLOTKIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	3103064100
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	PAUL & JANICE B PLOTKIN FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	PAUL
ReturnHeader/Filer/EIN	0	261599886
ReturnHeader/Filer/InCareOfNm	0	% PAUL M PLOTKIN
ReturnHeader/Filer/PhoneNum	0	3103064100
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	4100 DEL REY AVENUE
ReturnHeader/Filer/USAddress/CityNm	0	MARINA DEL REY
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	90292
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	HOLTHOUSE CARLIN & VAN TRIGT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	3011 TOWNSGATE ROAD SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	WESTLAKE VILLAGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	91361
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8053748555
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Stephanie Wilkinson
ReturnHeader/ReturnTs	0	2023-10-14T18:16:04-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	PAUL M
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	PLOTKIN
ReturnHeader/TaxPeriodBeginDt	0	2022-01-01
ReturnHeader/TaxPeriodEndDt	0	2022-12-31
ReturnHeader/TaxYr	0	2022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,365,395
Liabilities: $0
Net assets: $1,365,395
Revenue: $1,279,396
Expenses: $126,772
Net income: $1,152,624

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.18	$0.00	$1.18	$0.01	$0.13	$0.14
2023Detailed filing. Detailed filing data is available for this year.	$1.31	$0.00	$1.31	$0.02	$0.08	$0.06
2022Detailed filing. Detailed filing data is available for this year.	$1.37	$0.00	$1.37	$1.28	$0.13	$1.15
2021Detailed filing. Detailed filing data is available for this year.	$0.21	$0.00	$0.21	$0.01	$0.08	$0.08
2020Detailed filing. Detailed filing data is available for this year.	$0.29	$0.00	$0.29	$0.01	$0.05	$0.05
2019Detailed filing. Detailed filing data is available for this year.	$0.34	$0.00	$0.34	$0.01	$0.05	$0.04