Civic Intelligence

The Plumpjack Foundation

990 • Fiscal year 2023 • EIN 46-3078706

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 06, 2024

3201 Fillmore StreetSan Francisco, CA 94123

(415) 346-5712

Siviq Scores

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

Liabilities / Assets

75th percentile

0.05x

Higher debt load relative to assets than 75% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

80th percentile

0.07x

Higher debt load relative to revenue than 80% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

49th percentile

2.7%

Higher net margin than 49% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

59th percentile

6.2%

Faster asset growth than 59% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

55th percentile

9.4%

Faster revenue growth than 55% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$400,484

Up $23,437 (+6.2%) from 2022

Net Assets

Up

$381,868

Up $7,148 (+1.9%) from 2022

Liabilities

Up

$18,616

Up $16,289 (+700%) from 2022

Revenue

Up

$267,699

Up $23,046 (+9.4%) from 2022

Expenses

Up

$260,551

Up $62,831 (+32%) from 2022

Net Income

Down

$7,148

Down $39,785 (-85%) from 2022

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2013: $1Liabilities 2013: $0Net Assets 2013: $02013Assets 2014: $1Liabilities 2014: $0Net Assets 2014: $02014Assets 2015: $1Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016Assets 2017: $211,212Liabilities 2017: $27,731Net Assets 2017: $183,4812017Assets 2018: $174,691Liabilities 2018: $4,532Net Assets 2018: $170,1592018Assets 2019: $228,880Liabilities 2019: $1,159Net Assets 2019: $227,7212019Assets 2020: $269,925Liabilities 2020: $11,965Net Assets 2020: $257,9602020Assets 2021: $329,996Liabilities 2021: $2,209Net Assets 2021: $327,7872021Assets 2022: $377,047Liabilities 2022: $2,327Net Assets 2022: $374,7202022Assets 2023: $400,484Liabilities 2023: $18,616Net Assets 2023: $381,8682023Assets 2024: $453,353Liabilities 2024: $4,242Net Assets 2024: $449,1112024

Highlighted filing

2023

Assets$400,484
Liabilities$18,616
Net Assets$381,868

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $206,720Expenses 2017: $23,239Net Income 2017: $183,4812017Revenue 2018: $205,621Expenses 2018: $218,943Net Income 2018: -$13,3222018Revenue 2019: $363,596Expenses 2019: $306,034Net Income 2019: $57,5622019Revenue 2020: $84,513Expenses 2020: $54,274Net Income 2020: $30,2392020Revenue 2021: $237,554Expenses 2021: $167,727Net Income 2021: $69,8272021Revenue 2022: $244,653Expenses 2022: $197,720Net Income 2022: $46,9332022Revenue 2023: $267,699Expenses 2023: $260,551Net Income 2023: $7,1482023Revenue 2024: $193,157Expenses 2024: $125,914Net Income 2024: $67,2432024

Highlighted filing

2023

Revenue$267,699
Expenses$260,551
Net Income$7,148
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 6, 2024
Return Version
2023v5.1
Gross Receipts
$372,573
Mission and Program Overview

Mission

The foundation organizes fundraising activities for various charitable organizations.

See schedule o.fundraising activities and donations allowing the foundation to make grants and provide other assistance to various charitable organizations with the primary focus in two areas: (1) cancer prevention, education & support and (2) preventing the cycle of childhood poverty.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$372,542$395,769▲ $23,227
Rtn Earn Endowment Incm Other Fnds$374,720$381,868▲ $7,148
Prepaid Expenses and Deferred Charges$4,505$4,715▲ $210
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$377,047$400,484▲ $23,437
Liabilities
Accounts Payable and Accrued Expenses$2,327$9,816▲ $7,489
Other Liabilities$0$8,800▲ $8,800
Total Liabilities$2,327$18,616▲ $16,289
Net Assets / Fund Balance
Total Net Assets Fund Balance$374,720$381,868▲ $7,148
Total Liabilities and Net Assets / Fund Balance$377,047$400,484▲ $23,437
Compensation and Service Providers

Board Members and Trustees

NameTitle
Hilary NewsomPresident
Jill HamerDirector
Shyla HendricksonDirector
Jeremy SchererTreasurer/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$263,061
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$4,638
All Other Contributions
$74,461
Change in Net Assets
$7,148

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table15$16,657Sale of Comparable P
Other Non Cash Contri Table5$15,980Sale of Comparable P
Collectibles24$13,338Sale of Comparable Prop.
Other Non Cash Contri Table6$3,685Sale of Comparable P
Other Non Cash Contri Table6$3,510Sale of Comparable P
Other Non Cash Contri Table12$3,020Sale of Comparable P
Other Non Cash Contri Table5$2,475Sale of Comparable P
Total Noncash Contributions73$58,665-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$160,238
Other Expenses$100,313
Total Fundraising Expense$58,665
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$158,538--$158,538
Fees for Services Accounting-$4,682-$4,682
Other Expenses$7,431$4,170$58,665$4,170
Occupancy-$2,504-$2,504
Grants to Domestic Individuals$1,700--$1,700
Insurance-$1,653-$1,653
All Other Expenses-$1,319-$1,319
Office Expenses-$425-$425
Fees for Services Legal-$80-$80
Travel-$13-$13
Total Functional Expenses$187,040$14,846$58,665$260,551
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ucsf FoundationSan Francisco, CA501(c)(3)Payments to Other Organizations$100,000
Tipping PointSan Francisco, CA501(c)(3)Payments to Other Organizations$25,000
The Leukemia & Lymphoma SocietyPasadena, CA501(c)(3)Payments to Other Organizations$10,000
Holy Family Day HomeSan Francisco, CA501(c)(3)Payments to Other Organizations$8,842
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$109,512
Fundraising Direct Expenses$104,874
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Block Party - Childhood Poverty$65,642$65,642$6,477$59,165
Golf Tournament - Cancer Prevention$232,470$43,870$2,244$41,626
Total Events$298,112$109,512$104,874$4,638
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Event Deposits$8,800
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Form 990 reviewed at board meetings.

Form 990, Part VI, Section B, Line 12C

The foundation monitored and enforced compliance on a quarterly basis.

Form 990, Part VI, Section C, Line 19

Information available upon request.

Filing and Contact Details

Filer

Filer Name
The Plumpjack Foundation
EIN
46-3078706
Phone
4153465712
Address
3201 FILLMORE STREET, SAN FRANCISCO, CA 94123

Signing Officer

Name
Hilary Newsom
Title
President
Phone
4153465222
Signed
2024-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Hilary Newsom
Formed
2013
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Jones Schiller & Littman Llp
Address
200 TAMAL PLAZA SUITE 205, CORTE MADERA, CA 94925
Preparer
Jeffrey P Wilcox
Phone
4158914000
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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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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08721
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02244
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06477
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt057985
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt057985
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0100000
IRS990ScheduleI/RecipientTable/CashGrantAmt18842
IRS990ScheduleI/RecipientTable/CashGrantAmt225000
IRS990ScheduleI/RecipientTable/CashGrantAmt310000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PAYMENTS TO OTHER ORGANIZATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1PAYMENTS TO OTHER ORGANIZATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2PAYMENTS TO OTHER ORGANIZATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3PAYMENTS TO OTHER ORGANIZATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UCSF FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1HOLY FAMILY DAY HOME
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2TIPPING POINT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3THE LEUKEMIA & LYMPHOMA SOCIETY
IRS990ScheduleI/RecipientTable/RecipientEIN0942829914
IRS990ScheduleI/RecipientTable/RecipientEIN1941156492
IRS990ScheduleI/RecipientTable/RecipientEIN2202121739
IRS990ScheduleI/RecipientTable/RecipientEIN3135644916
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0220 MONTGOMERY ST 5TH FLOOR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1299 DOLORES ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2220 MONTGOMERY ST STE 850
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3POBOX 102488
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm3PASADENA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094104
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd194103
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd294104
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd391189
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/CollectiblesGrp/ContributionCnt024
IRS990ScheduleM/CollectiblesGrp/MethodOfDeterminingRevenuesTxt0SALE OF COMPARABLE PROP.
IRS990ScheduleM/CollectiblesGrp/NonCashCheckboxInd0X
IRS990ScheduleM/CollectiblesGrp/NoncashContributionsRptF990Amt013338
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt015
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt15
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt26
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt36
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt412
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt55
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0TICKETS/EVENTS
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc1TRIPS/VACATION
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc2MISCELLANEOUS
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc3APPAREL
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc4RESTAURANTS/MEALS
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc5GIFT CERTIFICATES
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0SALE OF COMPARABLE P
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt1SALE OF COMPARABLE P
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt2SALE OF COMPARABLE P
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt3SALE OF COMPARABLE P
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt4SALE OF COMPARABLE P
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt5SALE OF COMPARABLE P
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd1X
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd2X
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd3X
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd4X
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd5X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt016657
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt115980
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt23685
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt33510
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt43020
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt52475
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 REVIEWED AT BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION MONITORED AND ENFORCED COMPLIANCE ON A QUARTERLY BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INFORMATION AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0377047
IRS990/TotalAssetsEOYAmt0400484
IRS990/TotalAssetsGrp/BOYAmt0377047
IRS990/TotalAssetsGrp/EOYAmt0400484
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0263061
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt058665
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014846
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0187040
IRS990/TotalFunctionalExpensesGrp/TotalAmt0260551
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02327
IRS990/TotalLiabilitiesEOYAmt018616
IRS990/TotalLiabilitiesGrp/BOYAmt02327
IRS990/TotalLiabilitiesGrp/EOYAmt018616
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0374720
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0381868
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0187040
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt04638
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0267699
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0377047
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0400484
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt013
IRS990/TravelGrp/TotalAmt013
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X

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