Civic Intelligence

Plum Fest Charitable Inc

EIN 87-2672521 • 501(c)3 • Newburyport, MA

Profile

Enable the expansion of music curriculum by adding instruction in recording technology, studio engineering and sound management.

23 Harbor StreetNewburyport, MA 01950

verizon.net

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

38th percentile

-3.3%

Higher net margin than 38% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

40th percentile

-9.5%

Faster asset growth than 40% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

51st percentile

-1.6%

Faster revenue growth than 51% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$5,338

Down $559 (-9.5%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$5,338

Down $559 (-9.5%) from 2021

Operations
Liabilities / RevenueScore unavailableNet Margin38th percentile

Revenue

Down

$16,693

Down $278 (-1.6%) from 2021

Expenses

Up

$17,252

Up $6,178 (+56%) from 2021

Net Income

Down

-$559

Down $6,456 (-109%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0K$4.0K$2.0K$0Assets 2021: $5,897Net Assets 2021: $5,8972021Assets 2022: $5,338Net Assets 2022: $5,3382022

Highlighted filing

2022

Assets$5,338
Liabilities-
Net Assets$5,338
Open 2022 Filing

Operations Trend

Revenue Growth51st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20K$15K$10K$5.0K$0-$5.0KRevenue 2021: $16,971Expenses 2021: $11,074Net Income 2021: $5,8972021Revenue 2022: $16,693Expenses 2022: $17,252Net Income 2022: -$5592022

Highlighted filing

2022

Revenue$16,693
Expenses$17,252
Net Income-$559
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,338
Liabilities
-
Net assets
$5,338
Revenue
$16,693
Expenses
$17,252
Net income
-$559
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$5.34$5.34$16.7$17.3$0.56
2021Detailed filing. Detailed filing data is available for this year.$5.90$5.90$17.0$11.1$5.90
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 12, 2023
Return Version
2022v5.0
Gross Receipts
$26,035
Mission and Program Overview

Mission

Enable the expansion of music curriculum by adding instruction in recording technology, studio engineering and sound management.

Program Services

DescriptionGrantsExpenses
Enable the expansion of music curriculum by adding instruction in recording technology, studio engineering and sound management.-$9,297
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kalpesh DesaiPresident-$0--
Linda J MckeehanDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Plum Fest$26,035$26,035$8,067$17,968
Total Events$26,035$26,035$9,342$16,693
Filing and Contact Details

Filer

Filer Name
Plum Fest Charitable Inc
EIN
87-2672521
Phone
9786145558
Address
23 Harbor Street, Newburyport, MA 01950

Signing Officer

Name
Kalpesh Desai
Title
President
Signed
2023-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Michael Capo CPA Pc
Address
190 STATE ST UNIT 1B, NEWBURYPORT, MA 01950
Preparer
Michael Capo
Phone
9784994300
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: BOYS & GIRLS CLUB OF LOWER MERRIMACK | Donee's Address: 18 MAPLE STREET SALISBURY MA 01952 | Cash Amount Given: $8000”

Grants and Similar Amounts Paid In Excess of $5,000.2

“| Donee's Name: MERRIMAC RIVER WATER CONSERVATION | Donee's Address: 54 PORTSMOUTH STREET CONCORD NH 03301 | Cash Amount Given: $8000”

Other Expenses.1012

“Insurance $852”

Raw XML Appendix138 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Linda J McKeehan
IRS990EZ/BooksInCareOfDetail/PhoneNum05089628179
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt023 Harbor Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Newburyport
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001950
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05897
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05338
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-559
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05897
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05338
IRS990EZ/FundraisingGrossIncomeAmt026035
IRS990EZ/GrantsAndSimilarAmountsPaidAmt016400
IRS990EZ/GrossReceiptsAmt026035
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05897
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05338
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05897
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05338
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kalpesh Desai
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Linda J Mckeehan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0852
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Enable the expansion of music curriculum by adding instruction in recording technology, studio engineering and sound management.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Enable the expansion of music curriculum by adding instruction in recording technology, studio engineering and sound management.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09297
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09342
IRS990EZ/SpecialEventsNetIncomeLossAmt016693
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt017252
IRS990EZ/TotalProgramServiceExpensesAmt09297
IRS990EZ/TotalRevenueAmt016693
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0[email protected]
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09342
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PLUM FEST
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026035
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt026035
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt026035
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt026035
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016693
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08067
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08067
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01275
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: BOYS & GIRLS CLUB OF LOWER MERRIMACK | Donee's Address: 18 MAPLE STREET SALISBURY MA 01952 | Cash Amount Given: $8000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: MERRIMAC RIVER WATER CONSERVATION | Donee's Address: 54 PORTSMOUTH STREET CONCORD NH 03301 | Cash Amount Given: $8000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $852
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
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/PersonNm0Kalpesh Desai
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Plum Fest Charitable Inc
ReturnHeader/Filer/BusinessNameControlTxt0PLUM
ReturnHeader/Filer/EIN0872672521
ReturnHeader/Filer/PhoneNum09786145558
ReturnHeader/Filer/USAddress/AddressLine1Txt023 Harbor Street
ReturnHeader/Filer/USAddress/CityNm0Newburyport
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001950
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453689716
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MICHAEL CAPO CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0190 STATE ST UNIT 1B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWBURYPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001950
ReturnHeader/PreparerPersonGrp/PhoneNum09784994300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Capo
ReturnHeader/ReturnTs02023-05-12T09:50:09-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kalpesh
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Desai
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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