Civic Intelligence

Plumfield Inc.

990 • Fiscal year 2016 • EIN 94-1571900

Jan 01, 2016 to Dec 31, 2016 • Filed on Jan 31, 2018

9360 Occidental RoadSebastopol, CA 95472

(707) 824-1414

Siviq Scores

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

Liabilities / Assets

86th percentile

0.71x

Higher debt load relative to assets than 86% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

77th percentile

0.52x

Higher debt load relative to revenue than 77% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

12th percentile

-27%

Higher net margin than 12% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

77th percentile

$122,324

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

4th percentile

-29%

Faster asset growth than 4% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

26th percentile

-8.4%

Faster revenue growth than 26% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$1,137,560

Down $465,304 (-29%) from 2015

Net Assets

Down

$329,986

Down $425,169 (-56%) from 2015

Liabilities

Down

$807,574

Down $40,135 (-4.7%) from 2015

Revenue

Down

$1,563,428

Down $142,630 (-8.4%) from 2015

Expenses

Down

$1,988,597

Down $757 (-0.0%) from 2015

Net Income

Down

-$425,169

Down $141,873 (-50%) from 2015

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,569,827Liabilities 2011: $1,096,768Net Assets 2011: $1,473,0592011Assets 2012: $2,565,110Liabilities 2012: $1,039,781Net Assets 2012: $1,525,3292012Assets 2013: $2,329,760Liabilities 2013: $981,943Net Assets 2013: $1,347,8172013Assets 2014: $2,057,413Liabilities 2014: $938,159Net Assets 2014: $1,119,2542014Assets 2015: $1,602,864Liabilities 2015: $847,709Net Assets 2015: $755,1552015Assets 2016: $1,137,560Liabilities 2016: $807,574Net Assets 2016: $329,9862016Assets 2017: $1,415,859Liabilities 2017: $693,773Net Assets 2017: $722,0862017Assets 2018: $927,161Liabilities 2018: $648,711Net Assets 2018: $278,4502018Assets 2019: $1,192,566Liabilities 2019: $472,210Net Assets 2019: $720,3562019Assets 2020: $1,583,249Liabilities 2020: $462,404Net Assets 2020: $1,120,8452020Assets 2021: $1,713,313Liabilities 2021: $594,611Net Assets 2021: $1,118,7022021Assets 2022: $1,500,965Liabilities 2022: $341,075Net Assets 2022: $1,159,8902022Assets 2023: $2,725,119Liabilities 2023: $87,632Net Assets 2023: $2,637,4872023Assets 2024: $2,803,057Liabilities 2024: $81,060Net Assets 2024: $2,721,9972024

Highlighted filing

2016

Assets$1,137,560
Liabilities$807,574
Net Assets$329,986

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $2,442,416Expenses 2011: $2,259,222Net Income 2011: $183,1942011Revenue 2012: $2,246,671Expenses 2012: $2,194,401Net Income 2012: $52,2702012Revenue 2013: $1,918,155Expenses 2013: $2,095,667Net Income 2013: -$177,5122013Revenue 2014: $1,654,577Expenses 2014: $1,883,140Net Income 2014: -$228,5632014Revenue 2015: $1,706,058Expenses 2015: $1,989,354Net Income 2015: -$283,2962015Revenue 2016: $1,563,428Expenses 2016: $1,988,597Net Income 2016: -$425,1692016Revenue 2017: $2,249,441Expenses 2017: $1,857,341Net Income 2017: $392,1002017Revenue 2018: $1,231,906Expenses 2018: $1,675,542Net Income 2018: -$443,6362018Revenue 2019: $1,230,833Expenses 2019: $788,927Net Income 2019: $441,9062019Revenue 2020: $1,393,087Expenses 2020: $1,014,711Net Income 2020: $378,3762020Revenue 2021: $749,463Expenses 2021: $825,969Net Income 2021: -$76,5062021Revenue 2022: $980,313Expenses 2022: $848,774Net Income 2022: $131,5392022Revenue 2023: $2,483,589Expenses 2023: $1,025,826Net Income 2023: $1,457,7632023Revenue 2024: $1,394,833Expenses 2024: $1,233,388Net Income 2024: $161,4452024

Highlighted filing

2016

Revenue$1,563,428
Expenses$1,988,597
Net Income-$425,169
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jan 31, 2018
Return Version
2016v3.0
Gross Receipts
$1,563,428
Mission and Program Overview

Mission

Plumfield, inc. Provides room, board and education to disturbed and disadvantaged boys.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$752,894$712,175▼ $40,719
Rtn Earn Endowment Incm Other Fnds$755,155$329,986▼ $425,169
Accounts Receivable$179,310$184,482▲ $5,172
Cash and Non-Interest-Bearing Accounts$124,037$150,910▲ $26,873
Savings and Temporary Cash Investments$519,873$68,194▼ $451,679
Intangible Assets$18,654$16,889▼ $1,765
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,602,864$1,137,560▼ $465,304
Other Assets Total$8,096$4,910▼ $3,186
Liabilities
Mortgage Notes Payable Secured by Investment Property$724,769$669,848▼ $54,921
Accounts Payable and Accrued Expenses$122,940$137,726▲ $14,786
Total Liabilities$847,709$807,574▼ $40,135
Net Assets / Fund Balance
Total Net Assets Fund Balance$755,155$329,986▼ $425,169
Total Liabilities and Net Assets / Fund Balance$1,602,864$1,137,560▼ $465,304

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$401,500$902,110$1,303,610
Other Land Buildings$15,033$264,482$279,515
Land$264,509-$264,509
Equipment$17,071$217,927$234,998
Leasehold Improvements$14,062$3,962$18,024
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Darcee DrakulichExecutive DirecFT$100,724$21,600$122,324

Board Members and Trustees

NameTitle
Neils GoodwinBoard Presid
Elizabeth MundellDirector
Mary EickmeyerDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,559,511
Investment Income
$3,917
Other Revenue
$0
Change in Net Assets
$-425,169
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,453,392
Other Expenses$535,205
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$962,350$131,229-$1,093,579
All Other Expenses$125,525--$125,525
Current Officers, Directors, Trustees, and Key Employees$107,645$14,679-$122,324
Payroll Taxes$88,422$12,057-$100,479
Other Employee Benefits$86,247$11,761-$98,008
Depreciation Depletion$46,042--$46,042
Pension Plan Contributions$34,322$4,680-$39,002
Occupancy$36,757--$36,757
Insurance$34,200--$34,200
Other Expenses$29,350--$29,350
Interest$26,291--$26,291
Fees for Services Accounting-$17,164-$17,164
Fees for Services Legal-$14,663-$14,663
Advertising$12,926--$12,926
Office Expenses-$8,729-$8,729
Travel$738--$738
Total Functional Expenses$1,773,635$214,962$0$1,988,597
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

The tax return is reviewed by the executive director and signed by the operations manager.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

The conflict of interest policy is monitored by the board.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
Plumfield Inc
EIN
94-1571900
Phone
7078241414
Address
9360 Occidental Road, Sebastopol, CA 95472

Signing Officer

Name
John Funkhouser
Title
Operational Manager
Signed
2018-01-31
Discuss with paid preparer
Yes

Organization Details

Formed
1964
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
41

Preparer

Firm
Elliott CPA Group Inc
Address
375 E Street, SANTA ROSA, CA 95404
Preparer
James R Elliott CPA
Phone
7075416081
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01559511
IRS990/RoyaltiesGrp/TotalAmt00
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0755155
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0329986
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0519873
IRS990/SavingsAndTempCashInvstGrp/EOYAmt068194
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt031300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt019076
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0100576
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt07820
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt012213
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt015630
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt047279
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01559511
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01673359
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01507033
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01876490
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02209980
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt08826373
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03917
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt07699
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt07820
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt012213
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt015630
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt047279
IRS990ScheduleA/InvestmentIncomeCYPct00.00530
IRS990ScheduleA/InvestmentIncomePYPct00.00630
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99470
IRS990ScheduleA/PublicSupportPY509Pct00.99370
IRS990ScheduleA/PublicSupportTotal509Amt08926949
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01559511
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01698359
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01532233
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01907790
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02229056
IRS990ScheduleA/Total509Grp/TotalAmt08926949
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01563428
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01706058
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01540053
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01920003
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02244686
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt08974228
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0401500
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0902110
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01303610
IRS990ScheduleD/EquipmentGrp/BookValueAmt017071
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0217927
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0234998
IRS990ScheduleD/LandGrp/BookValueAmt0264509
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0264509
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt014062
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt03962
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt018024
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt015033
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0264482
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0279515
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0712175
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TAX RETURN IS REVIEWED BY THE EXECUTIVE DIRECTOR AND SIGNED BY THE OPERATIONS MANAGER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS MONITORED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt01137560
IRS990/TotalAssetsGrp/BOYAmt01602864
IRS990/TotalAssetsGrp/EOYAmt01137560
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IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt041
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0214962
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01773635
IRS990/TotalFunctionalExpensesGrp/TotalAmt01988597
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0847709
IRS990/TotalLiabilitiesEOYAmt0807574
IRS990/TotalLiabilitiesGrp/BOYAmt0847709
IRS990/TotalLiabilitiesGrp/EOYAmt0807574
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0755155
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0329986
IRS990/TotalOtherCompensationAmt021600
IRS990/TotalProgramServiceExpensesAmt01773635
IRS990/TotalProgramServiceRevenueAmt01559511
IRS990/TotalReportableCompFromOrgAmt0100724
IRS990/TotalRevenueGrp/ExclusionAmt03917
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01559511
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01563428
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01602864
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01137560
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt0738
IRS990/TravelGrp/TotalAmt0738
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0plumfieldacademy.net
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.80$0.08$2.72$1.39$1.23$0.16
2023Detailed filing. Detailed filing data is available for this year.$2.73$0.09$2.64$2.48$1.03$1.46
2022Detailed filing. Detailed filing data is available for this year.$1.50$0.34$1.16$0.98$0.85$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.71$0.59$1.12$0.75$0.83$0.08
2020Summary only. Only limited summary data is available for this year.$1.58$0.46$1.12$1.39$1.01$0.38
2019Summary only. Only limited summary data is available for this year.$1.19$0.47$0.72$1.23$0.79$0.44
2018Detailed filing. Detailed filing data is available for this year.$0.93$0.65$0.28$1.23$1.68$0.44
2017Detailed filing. Detailed filing data is available for this year.$1.42$0.69$0.72$2.25$1.86$0.39
2016Detailed filing. Detailed filing data is available for this year.$1.14$0.81$0.33$1.56$1.99$0.43
2015Detailed filing. Detailed filing data is available for this year.$1.60$0.85$0.76$1.71$1.99$0.28
2014Detailed filing. Detailed filing data is available for this year.$2.06$0.94$1.12$1.65$1.88$0.23
2013Detailed filing. Detailed filing data is available for this year.$2.33$0.98$1.35$1.92$2.10$0.18
2012Summary only. Only limited summary data is available for this year.$2.57$1.04$1.53$2.25$2.19$0.05
2011Summary only. Only limited summary data is available for this year.$2.57$1.10$1.47$2.44$2.26$0.18