Plum Foundation

990PF • Fiscal year 2019 • EIN 75-2406666

Sep 01, 2018 to Aug 31, 2019 • Filed on Jan 13, 2020

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

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

2019 filings • $1M-$5M nonprofits • Source year 2019

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

11%

Higher net margin than 65% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

2.9%

Faster asset growth than 52% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

-54%

Faster revenue growth than 6% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet

Liabilities / Assets29th percentile

Assets

$2,835,344

Up $78,657 (+2.9%) from 2018

Net Assets

$2,835,344

Up $78,657 (+2.9%) from 2018

Liabilities

Flat

Flat from 2018

Revenue And Expenses

Liabilities / Revenue29th percentile Net Margin65th percentile

Revenue

Down

$738,837

Down $858,084 (-54%) from 2018

Expenses

$660,180

Up $2,680 (+0.4%) from 2018

Net Income

Down

$78,657

Down $860,764 (-92%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

Highlighted filing

2019

Assets$2,835,344

Liabilities$0

Net Assets$2,835,344

Open 2019 Filing

Operations Trend

Revenue Growth6th percentile

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

Highlighted filing

2019

Revenue$738,837

Expenses$660,180

Net Income$78,657

Open 2019 Filing

Jump To

Filing Snapshot

Filing Period: Sep 1, 2018 to Aug 31, 2019
Signed: Jan 13, 2020
Return Version: 2018v3.1

Compensation and Service Providers

Top Officer Pay43rd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
WILLIAM BALDRIDGE	Director	-	$0	-	-
MS EMILY MAUPIN	Vice President	-	$0	-	-
JOHN MONTFORD	President	-	$0	-	-
DR ROBERT WOLFE	Director	-	$0	-	-
PAM KAIZER	Executive Director	-	$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: 2020-01-13
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

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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	0	WILLIAM BALDRIDGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	MS EMILY MAUPIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	JOHN MONTFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	3	DR ROBERT WOLFE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	4	PAM KAIZER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Vice President
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
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 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/ContributingManagerNm	0	JOHN MONTFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	545000
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/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	545000
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	141249
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	141249
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	498569
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	196982
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	303954
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	224259
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	234495
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	234495
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	1696057
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	472293
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	498569
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	196982
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	303954
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	224259
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	613542
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	472293
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	1930552
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	1458259
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	DOROTHY SECREST TR UA DTD 22205
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	PO BOX 929
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	OCCIDENTAL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	95465
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	700000
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	0	2428
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	0	Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	0	2428
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	5179
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	1	1776
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	Accrued Interest
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	1	ACCRUED INTEREST
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	2	PREPAID EXCISE TAX
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	1428
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	1	496
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	1428
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	1	496
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	DUES & SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	INSURANCE - WORKER'S COMPENSATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	4	PARKING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	5	PAYROLL PROCESSING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	6	POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	165
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	1297
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	468
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	3	168
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	4	23
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	5	835
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	6	166
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	55
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	432
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	156
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	3	56
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	4	8
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	5	278
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	6	55
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	220
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	1729
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	624
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	224
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	4	31
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	5	1113
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	6	221
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	22127
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT COUNSELOR
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	22127
TaxesSchedule/TaxesDetail/Amt	0	304
TaxesSchedule/TaxesDetail/Amt	1	170
TaxesSchedule/TaxesDetail/Amt	2	5355
TaxesSchedule/TaxesDetail/CategoryTxt	0	CURRENT FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt	1	OTHER TAXES AND LICENSES
TaxesSchedule/TaxesDetail/CategoryTxt	2	PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	170
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	4016
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	1339
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JOHN MONTFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-01-13
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/PreparerFirmEIN	0	952131722
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	2020-01-13T13:49:52-08:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2018-09-01
ReturnHeader/TaxPeriodEndDt	0	2019-08-31
ReturnHeader/TaxYr	0	2018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $2,835,344
Liabilities: $0
Net assets: $2,835,344
Revenue: $738,837
Expenses: $660,180
Net income: $78,657

	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