Civic Intelligence

Plum Foundation

990PF • Fiscal year 2023 • EIN 75-2406666

Sep 01, 2022 to Aug 31, 2023 • Filed on Jan 10, 2024

Organization Profile
4182 Beck AvenueStudio City, CA 91604

(818) 481-8989

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

40th percentile

-1.2%

Higher net margin than 40% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

39th percentile

-0.5%

Faster asset growth than 39% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

78th percentile

38%

Faster revenue growth than 78% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$2,377,835

Down $12,527 (-0.5%) from 2022

Net Assets

Down

$2,377,835

Down $11,746 (-0.5%) from 2022

Liabilities

Down

$0

Down $781 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin40th percentile

Revenue

Up

$1,013,205

Up $276,472 (+38%) from 2022

Expenses

Up

$1,024,951

Up $181,854 (+22%) from 2022

Net Income

Up

-$11,746

Up $94,618 (+89%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2023

Assets$2,377,835
Liabilities$0
Net Assets$2,377,835
Open 2023 Filing

Operations Trend

Revenue Growth78th 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

2023

Revenue$1,013,205
Expenses$1,024,951
Net Income-$11,746
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Jan 10, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM BALDRIDGETreasurer-$0--
MS EMILY MAUPINVice President-$0--
JOHN MONTFORDPresident-$0--
Filing and Contact Details

Filer

Filer Name
Plum Foundation
EIN
75-2406666
Phone
8184818989
Address
4182 BECK AVENUE, STUDIO CITY, CA 91604

Signing Officer

Name
John Montford
Title
President
Signed
2024-01-10
Discuss with paid preparer
Yes

Preparer

Firm
Jenkins Bowler Llp
Address
626 S LAKE AVE, PASADENA, CA 91106
Preparer
Patrick J Bowler
Phone
6267922179
Raw XML Appendix319 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02250
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0105201
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-11746
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02377835
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02389581
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0337
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01240
IRS990PF/FMVAssetsEOYAmt02861798
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01168000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01097349
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01156407
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01162021
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IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt02428
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02368
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt046039
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0151160
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt072800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0PAMELA PHILLIPS KAIZER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0PO BOX 1613
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM BALDRIDGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MS EMILY MAUPIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JOHN MONTFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2President
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0150257
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0150257
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0643637
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0617907
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0576664
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0472293
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0498569
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0498569
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03136809
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0826308
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0643637
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0617907
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0576664
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0472293
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0976565
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0826308
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03635378
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02809070
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt02428
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt02428
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02368
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INTEREST
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1PREPAID EXCISE TAX
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01306
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1337
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01306
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1337
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0AMORT BOND PREMIUM
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BOARD MEETING EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2DUES AND SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INSURANCE - WORKER'S COMPENSATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5PAYROLL PROCESSING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03567
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1195
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2439
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3244
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4993
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01943
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11189
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt265
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3146
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt482
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt5331
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01943
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14756
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2260
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3585
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4326
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt51324
OtherIncomeSchedule2/OtherIncomeDetail/Desc0EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0788
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt021885
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT COUNSELOR
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt021885
TaxesSchedule/TaxesDetail/Amt0903
TaxesSchedule/TaxesDetail/Amt1100
TaxesSchedule/TaxesDetail/Amt25569
TaxesSchedule/TaxesDetail/CategoryTxt0CURRENT FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1OTHER TAXES AND LICENSES
TaxesSchedule/TaxesDetail/CategoryTxt2PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0100
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt14177
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01392
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN MONTFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLUM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PLUM
ReturnHeader/Filer/EIN0752406666
ReturnHeader/Filer/PhoneNum08184818989
ReturnHeader/Filer/USAddress/AddressLine1Txt04182 BECK AVENUE
ReturnHeader/Filer/USAddress/CityNm0STUDIO CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091604
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952131722
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JENKINS BOWLER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0626 S LAKE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PASADENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091106
ReturnHeader/PreparerPersonGrp/PhoneNum06267922179
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patrick J Bowler
ReturnHeader/ReturnTs02024-01-10T15:57:57-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MONTFORD
ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,377,835
Liabilities
$0
Net assets
$2,377,835
Revenue
$1,013,205
Expenses
$1,024,951
Net income
-$11,746
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