Plum Foundation

990PF • Fiscal year 2015 • EIN 75-2406666

Sep 01, 2014 to Aug 31, 2015 • Filed on Jan 11, 2016

Organization Profile

4182 Beck AvenueStudio City, CA 91604

(818) 980-0340

Siviq Scores

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

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

0.00x

Higher debt load relative to revenue than 33% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

-26%

Higher net margin than 17% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

-3.5%

Faster asset growth than 28% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

72%

Faster revenue growth than 91% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet

Liabilities / Assets31st percentile

Assets

Down

$2,256,406

Down $80,633 (-3.5%) from 2014

Net Assets

$2,254,824

No earlier filing loaded for comparison.

Liabilities

$1,582

Up $1,553 (+5355%) from 2014

Revenue And Expenses

Liabilities / Revenue33rd percentile Net Margin17th percentile

Revenue

$318,079

Up $133,057 (+72%) from 2014

Expenses

Down

$400,265

Down $22,847 (-5.4%) from 2014

Net Income

-$82,186

Up $155,904 (+65%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

Highlighted filing

2015

Assets$2,256,406

Liabilities$1,582

Net Assets$2,254,824

Open 2015 Filing

Operations Trend

Revenue Growth91st percentile

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

Highlighted filing

2015

Revenue$318,079

Expenses$400,265

Net Income-$82,186

Open 2015 Filing

Jump To

Filing Snapshot

Filing Period: Sep 1, 2014 to Aug 31, 2015
Signed: Jan 11, 2016
Return Version: 2014v6.0

Compensation and Service Providers

Top Officer Pay41st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
MS EMILY MAUPIN	Vice President	-	$0	-	-
JOHN MONTFORD	President	-	$0	-	-
BILL BALDRIDGE	Secretary/Treas	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Plum Foundation
EIN: 75-2406666
Phone: 8189800340
Address: 4182 BECK AVENUE, STUDIO CITY, CA 91604

Signing Officer

Name: John Montford
Title: President
Signed: 2016-01-11
Discuss with paid preparer: Yes

Preparer

Firm: Jenkins Bowler Llp
Address: 626 S LAKE AVE, PASADENA, CA 91106-3918
Preparer: Patrick J Bowler
Phone: 6267922179

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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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	BILL BALDRIDGE
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	4182 BECK AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	STUDIO CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	91604
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	MRS PAMELA PHILLIPS KAIZER
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	8189800340
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	SEE ATTACHED FOUNDATION BROCHURE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	SAME AS PART VII-A LINE 14
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	8187668064
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	PO BOX 1613
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	STUDIO CITY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	91604
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	SEE ATTACHED FOUNDATION BROCHURE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	SEE ATTACHED FOUNDATION BROCHURE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	JOHN MONTFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	299000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	4182 BECK AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	STUDIO CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	91604
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	299000
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	131823
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	131823
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	234495
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	233002
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	141283
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	127410
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	76199
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	76199
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	960450
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	224260
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	234495
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	233002
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	141283
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	127410
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	356083
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	224260
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	1036649
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	812389
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	0	2428
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	0	Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	0	2428
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt	0	0
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	506
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	675
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	169
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	5747
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	ACCRUED INTEREST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	5776
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	5776
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	DUES AND SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	PAYROLL PROCESSING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	4	POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	144
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	1297
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	335
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	3	584
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	4	82
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	48
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	432
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	112
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	3	195
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	4	27
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	192
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	1729
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	447
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	779
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	4	109
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	13
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt	0	29
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	0	Excise Tax Payable
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt	0	1582
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	21392
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT COUNSELOR
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	21392
TaxesSchedule/TaxesDetail/Amt	0	2363
TaxesSchedule/TaxesDetail/Amt	1	19
TaxesSchedule/TaxesDetail/Amt	2	60
TaxesSchedule/TaxesDetail/Amt	3	4215
TaxesSchedule/TaxesDetail/CategoryTxt	0	CURRENT FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt	1	EXCISE TAX PENALTY
TaxesSchedule/TaxesDetail/CategoryTxt	2	OTHER TAXES AND LICENSES
TaxesSchedule/TaxesDetail/CategoryTxt	3	PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	60
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	3161
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	1054
ReturnHeader/BuildTS	0	2016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JOHN MONTFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2016-01-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	PLUM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	PLUM
ReturnHeader/Filer/EIN	0	752406666
ReturnHeader/Filer/PhoneNum	0	8189800340
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	4182 BECK AVENUE
ReturnHeader/Filer/USAddress/CityNm	0	STUDIO CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	91604
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	JENKINS BOWLER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	626 S LAKE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	PASADENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	911063918
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6267922179
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Patrick J Bowler
ReturnHeader/ReturnTs	0	2016-01-11T09:52:51-08:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2014-09-01
ReturnHeader/TaxPeriodEndDt	0	2015-08-31
ReturnHeader/TaxYr	0	2014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $2,256,406
Liabilities: $1,582
Net assets: $2,254,824
Revenue: $318,079
Expenses: $400,265
Net income: -$82,186

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$1.67	$0.00	$1.66	$0.74	$1.12	$0.38
2024Detailed filing. Detailed filing data is available for this year.	$2.04	$0.00	$2.04	$0.90	$1.24	$0.34
2023Detailed filing. Detailed filing data is available for this year.	$2.38	$0.00	$2.38	$1.01	$1.02	$0.01
2022Detailed filing. Detailed filing data is available for this year.	$2.39	$0.00	$2.39	$0.74	$0.84	$0.11
2021Detailed filing. Detailed filing data is available for this year.	$2.50	$0.00	$2.50	$0.77	$0.82	$0.05
2020Detailed filing. Detailed filing data is available for this year.	$2.54	$0.00	$2.54	$0.47	$0.76	$0.29
2019Detailed filing. Detailed filing data is available for this year.	$2.84	$0.00	$2.84	$0.74	$0.66	$0.08
2018Detailed filing. Detailed filing data is available for this year.	$2.76	$0.00	$2.76	$1.60	$0.66	$0.94
2017Detailed filing. Detailed filing data is available for this year.	$1.82	$0.00	$1.82	$0.24	$0.33	$0.09
2016Detailed filing. Detailed filing data is available for this year.	$1.91	$0.00	$1.91	$0.11	$0.46	$0.34
2015Detailed filing. Detailed filing data is available for this year.	$2.26	$0.00	$2.25	$0.32	$0.40	$0.08
2014Summary only. Only limited summary data is available for this year.	$2.34	$0.00		$0.19	$0.42	$0.24
2013Summary only. Only limited summary data is available for this year.	$2.58	$0.00		$0.27	$0.43	$0.16
2012Summary only. Only limited summary data is available for this year.	$2.74	$0.00		$0.14	$0.34	$0.20