Civic Intelligence

Plum Foundation

990PF • Fiscal year 2016 • EIN 75-2406666

Sep 01, 2015 to Aug 31, 2016 • Filed on Dec 13, 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.

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

3rd percentile

-304%

Higher net margin than 3% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

7th percentile

-15%

Faster asset growth than 7% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

5th percentile

-64%

Faster revenue growth than 5% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,910,219

Down $346,187 (-15%) from 2015

Net Assets

Down

$1,910,219

Down $344,605 (-15%) from 2015

Liabilities

Down

$0

Down $1,582 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin3rd percentile

Revenue

Down

$113,529

Down $204,550 (-64%) from 2015

Expenses

Up

$458,134

Up $57,869 (+14%) from 2015

Net Income

Down

-$344,605

Down $262,419 (-319%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $2,738,406Liabilities 2012: $3,2522012Assets 2013: $2,575,100Liabilities 2013: $02013Assets 2014: $2,337,039Liabilities 2014: $292014Assets 2015: $2,256,406Liabilities 2015: $1,582Net Assets 2015: $2,254,8242015Assets 2016: $1,910,219Liabilities 2016: $0Net Assets 2016: $1,910,2192016Assets 2017: $1,818,567Liabilities 2017: $1,301Net Assets 2017: $1,817,2662017Assets 2018: $2,756,687Liabilities 2018: $0Net Assets 2018: $2,756,6872018Assets 2019: $2,835,344Liabilities 2019: $0Net Assets 2019: $2,835,3442019Assets 2020: $2,543,991Liabilities 2020: $214Net Assets 2020: $2,543,7772020Assets 2021: $2,495,945Liabilities 2021: $0Net Assets 2021: $2,495,9452021Assets 2022: $2,390,362Liabilities 2022: $781Net Assets 2022: $2,389,5812022Assets 2023: $2,377,835Liabilities 2023: $0Net Assets 2023: $2,377,8352023Assets 2024: $2,043,067Liabilities 2024: $2,586Net Assets 2024: $2,040,4812024Assets 2025: $1,666,594Liabilities 2025: $2,867Net Assets 2025: $1,663,7272025

Highlighted filing

2016

Assets$1,910,219
Liabilities$0
Net Assets$1,910,219
Open 2016 Filing

Operations Trend

Revenue Growth5th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2012: $141,781Expenses 2012: $337,080Net Income 2012: -$195,2992012Revenue 2013: $267,680Expenses 2013: $427,734Net Income 2013: -$160,0542013Revenue 2014: $185,022Expenses 2014: $423,112Net Income 2014: -$238,0902014Revenue 2015: $318,079Expenses 2015: $400,265Net Income 2015: -$82,1862015Revenue 2016: $113,529Expenses 2016: $458,134Net Income 2016: -$344,6052016Revenue 2017: $241,082Expenses 2017: $334,035Net Income 2017: -$92,9532017Revenue 2018: $1,596,921Expenses 2018: $657,500Net Income 2018: $939,4212018Revenue 2019: $738,837Expenses 2019: $660,180Net Income 2019: $78,6572019Revenue 2020: $470,040Expenses 2020: $761,607Net Income 2020: -$291,5672020Revenue 2021: $774,988Expenses 2021: $822,820Net Income 2021: -$47,8322021Revenue 2022: $736,733Expenses 2022: $843,097Net Income 2022: -$106,3642022Revenue 2023: $1,013,205Expenses 2023: $1,024,951Net Income 2023: -$11,7462023Revenue 2024: $904,565Expenses 2024: $1,241,919Net Income 2024: -$337,3542024Revenue 2025: $742,597Expenses 2025: $1,119,351Net Income 2025: -$376,7542025

Highlighted filing

2016

Revenue$113,529
Expenses$458,134
Net Income-$344,605
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Dec 13, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MS EMILY MAUPINVice President-$0--
JOHN MONTFORDPresident-$0--
BILL BALDRIDGESecretary/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
2016-12-13
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
Raw XML Appendix326 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/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04182 BECK AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0STUDIO CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd091604
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MRS PAMELA KAIZER
IRS990PF/StatementsRegardingActyGrp/PhoneNum08189800340
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JOHN MONTFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0361000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1613
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0STUDIO CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd091604
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0361000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0114042
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0114042
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0224259
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0234495
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0233002
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0141283
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0127410
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0127410
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01136993
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0303954
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0224259
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0234495
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0233002
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0141283
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0417996
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0303954
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01264403
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0960449
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt02428
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt02428
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt05776
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INTEREST
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1PREPAID EXCISE TAX
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt04945
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt11659
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt04945
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PAYROLL PROCESSING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01297
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1238
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2611
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0432
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt180
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2204
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01729
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1318
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2815
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt019026
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT COUNSELOR
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt019026
TaxesSchedule/TaxesDetail/Amt0741
TaxesSchedule/TaxesDetail/Amt185
TaxesSchedule/TaxesDetail/Amt24237
TaxesSchedule/TaxesDetail/CategoryTxt0CURRENT FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1OTHER TAXES AND LICENSES
TaxesSchedule/TaxesDetail/CategoryTxt2PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt085
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt13178
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01059
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN MONTFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLUM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PLUM
ReturnHeader/Filer/EIN0752406666
ReturnHeader/Filer/PhoneNum08189800340
ReturnHeader/Filer/USAddress/AddressLine1Txt04182 BECK AVENUE
ReturnHeader/Filer/USAddress/CityNm0STUDIO CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091604
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JENKINS BOWLER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0626 S LAKE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PASADENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0911063918
ReturnHeader/PreparerPersonGrp/PhoneNum06267922179
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patrick J Bowler
ReturnHeader/ReturnTs02016-12-13T09:08:46-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,910,219
Liabilities
$0
Net assets
$1,910,219
Revenue
$113,529
Expenses
$458,134
Net income
-$344,605
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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