Civic Intelligence

Blum Family Foundation

990PF • Fiscal year 2021 • EIN 61-1776451

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 28, 2022

Organization Profile
2168 Duncan DriveMedford, OR 97504

(541) 554-6983

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

4th percentile

-100%

Higher net margin than 4% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

44th percentile

5.8%

Faster asset growth than 44% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

2nd percentile

-85%

Faster revenue growth than 2% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,241,760

Up $340,673 (+5.8%) from 2020

Net Assets

Up

$6,241,760

Up $388,673 (+6.6%) from 2020

Liabilities

Down

$0

Down $48,000 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin4th percentile

Revenue

Down

$263,748

Down $1,509,466 (-85%) from 2020

Expenses

Down

$526,320

Down $4,281 (-0.8%) from 2020

Net Income

Down

-$262,572

Down $1,505,185 (-121%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2015: $4,500,105Liabilities 2015: $02015Assets 2016: $4,122,097Liabilities 2016: $0Net Assets 2016: $4,122,0972016Assets 2017: $4,226,610Liabilities 2017: $0Net Assets 2017: $4,226,6102017Assets 2018: $3,958,336Liabilities 2018: $0Net Assets 2018: $3,958,3362018Assets 2019: $4,198,525Liabilities 2019: $0Net Assets 2019: $4,198,5252019Assets 2020: $5,901,087Liabilities 2020: $48,000Net Assets 2020: $5,853,0872020Assets 2021: $6,241,760Liabilities 2021: $0Net Assets 2021: $6,241,7602021Assets 2022: $6,686,306Liabilities 2022: $1,500,000Net Assets 2022: $5,186,3062022Assets 2023: $7,336,554Liabilities 2023: $1,513,831Net Assets 2023: $5,822,7232023Assets 2024: $6,159,991Liabilities 2024: $0Net Assets 2024: $6,159,9912024

Highlighted filing

2021

Assets$6,241,760
Liabilities$0
Net Assets$6,241,760
Open 2021 Filing

Operations Trend

Revenue Growth2nd percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2015: $5Expenses 2015: $0Net Income 2015: $52015Revenue 2016: $74,215Expenses 2016: $507,692Net Income 2016: -$433,4772016Revenue 2017: $248,137Expenses 2017: $382,144Net Income 2017: -$134,0072017Revenue 2018: $334,364Expenses 2018: $413,822Net Income 2018: -$79,4582018Revenue 2019: $426,486Expenses 2019: $401,940Net Income 2019: $24,5462019Revenue 2020: $1,773,214Expenses 2020: $530,601Net Income 2020: $1,242,6132020Revenue 2021: $263,748Expenses 2021: $526,320Net Income 2021: -$262,5722021Revenue 2022: $230,261Expenses 2022: $498,126Net Income 2022: -$267,8652022Revenue 2023: $1,066,968Expenses 2023: $450,456Net Income 2023: $616,5122023Revenue 2024: $1,173,591Expenses 2024: $474,881Net Income 2024: $698,7102024

Highlighted filing

2021

Revenue$263,748
Expenses$526,320
Net Income-$262,572
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 28, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY R BLUMPresident-$0--
TINA L BLUMVice President-$0--
MICHELLE ATKINSONSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Blum Family Foundation
EIN
61-1776451
Phone
5415546983
Address
2168 DUNCAN DRIVE, MEDFORD, OR 97504

Signing Officer

Name
Michelle Atkinson
Title
Secretary
Signed
2022-07-28
Discuss with paid preparer
Yes

Preparer

Firm
Kdp Certified Public Accountants Llp
Address
841 OHARE PKWY STE 200, MEDFORD, OR 97504
Preparer
Rory B Tosh CPA
Phone
5417736633
Raw XML Appendix323 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0BLUM FAMILY FOUNDATION WAS CREATED TO CONNECT WITH OTHER NON-PROFITS THAT ARE WORKING TO IMPROVE PEOPLE'S LIVES.
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0178639
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0292437
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0284926
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0112889
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0248495
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0248495
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01464506
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0347636
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0426618
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0292437
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0284926
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0112889
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0526275
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0347636
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01365365
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
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OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt1193458
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TaxesSchedule/TaxesDetail/Amt01365
TaxesSchedule/TaxesDetail/Amt1985
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1OREGON EXCISE TAX
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE ATKINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BLUM FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BLUM
ReturnHeader/Filer/EIN0611776451
ReturnHeader/Filer/PhoneNum05415546983
ReturnHeader/Filer/USAddress/AddressLine1Txt02168 DUNCAN DRIVE
ReturnHeader/Filer/USAddress/CityNm0MEDFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097504
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930745639
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KDP CERTIFIED PUBLIC ACCOUNTANTS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0841 OHARE PKWY STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MEDFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097504
ReturnHeader/PreparerPersonGrp/PhoneNum05417736633
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RORY B TOSH CPA
ReturnHeader/ReturnTs02022-07-28T09:11:56-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHELLE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ATKINSON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,241,760
Liabilities
$0
Net assets
$6,241,760
Revenue
$263,748
Expenses
$526,320
Net income
-$262,572
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.16$1.17$0.47$0.70
2023Detailed filing. Detailed filing data is available for this year.$7.34$1.51$5.82$1.07$0.45$0.62
2022Detailed filing. Detailed filing data is available for this year.$6.69$1.50$5.19$0.23$0.50$0.27
2021Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$0.26$0.53$0.26
2020Detailed filing. Detailed filing data is available for this year.$5.90$0.05$5.85$1.77$0.53$1.24
2019Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.43$0.40$0.02
2018Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.33$0.41$0.08
2017Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.25$0.38$0.13
2016Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.07$0.51$0.43
2015Summary only. Only limited summary data is available for this year.$4.50$0.00$0.00$0.00$0.00