Civic Intelligence

Blum Family Foundation

EIN 95-4894347 • San Francisco, CA

909 Montgomery Street 400San Francisco, CA 94133
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 2024

Liabilities / Revenue

100th percentile

1580.91x

Higher debt load relative to revenue than 100% of similar nonprofits.

<$500k nonprofits • Source year 2024

Net Margin

1st percentile

-79964%

Higher net margin than 1% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

30th percentile

-21%

Faster revenue growth than 30% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1,506 (-100%) from 2023

Liabilities

Up

$17,390

Up $7,290 (+72%) from 2023

Net Assets

Down

-$17,390

Down $8,796 (-102%) from 2023

Operations
Liabilities / Revenue100th percentileNet Margin1st percentile

Revenue

Down

$11

Down $3 (-21%) from 2023

Expenses

Down

$8,807

Down $1,193 (-12%) from 2023

Net Income

Up

-$8,796

Up $1,190 (+12%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $4,102,312Liabilities 2011: $10,2502011Assets 2012: $2,899,560Liabilities 2012: $10,9882012Assets 2013: $2,623,890Liabilities 2013: $21,6502013Assets 2014: $773,042Liabilities 2014: $11,7502014Assets 2015: $398,309Liabilities 2015: $5,0002015Assets 2019: $63,290Liabilities 2019: $3,5002019Assets 2020: $1,991Liabilities 2020: $4,250Net Assets 2020: -$2,2592020Assets 2021: $2,812Liabilities 2021: $100,000Net Assets 2021: -$97,1882021Assets 2022: $1,392Liabilities 2022: $0Net Assets 2022: $1,3922022Assets 2023: $1,506Liabilities 2023: $10,100Net Assets 2023: -$8,5942023Assets 2024: $0Liabilities 2024: $17,390Net Assets 2024: -$17,3902024

Highlighted filing

2024

Assets$0
Liabilities$17,390
Net Assets-$17,390
Open 2024 Filing

Operations Trend

Revenue Growth30th percentile

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

$10M$5.0M$0-$5.0M-$10MRevenue 2011: $2,962,140Expenses 2011: $8,690,370Net Income 2011: -$5,728,2302011Revenue 2012: $7,708,765Expenses 2012: $9,091,144Net Income 2012: -$1,382,3792012Revenue 2013: $5,282,612Expenses 2013: $5,452,784Net Income 2013: -$170,1722013Revenue 2014: $724,372Expenses 2014: $2,239,376Net Income 2014: -$1,515,0042014Revenue 2015: $1,018,576Expenses 2015: $1,237,455Net Income 2015: -$218,8792015Revenue 2019: $145,824Expenses 2019: $838,523Net Income 2019: -$692,6992019Revenue 2020: $400,912Expenses 2020: $463,180Net Income 2020: -$62,2682020Revenue 2021: $478,533Expenses 2021: $573,681Net Income 2021: -$95,1482021Revenue 2022: $38,855Expenses 2022: $40,275Net Income 2022: -$1,4202022Revenue 2023: $14Expenses 2023: $10,000Net Income 2023: -$9,9862023Revenue 2024: $11Expenses 2024: $8,807Net Income 2024: -$8,7962024

Highlighted filing

2024

Revenue$11
Expenses$8,807
Net Income-$8,796
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$17,390
Net assets
-$17,390
Revenue
$11
Expenses
$8,807
Net income
-$8,796
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.02$0.02$0.00$0.01$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.01$0.01$0.00$0.01$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.04$0.04$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.10$0.10$0.48$0.57$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.40$0.46$0.06
2019Summary only. Only limited summary data is available for this year.$0.06$0.00$0.15$0.84$0.69
2015Summary only. Only limited summary data is available for this year.$0.40$0.01$1.02$1.24$0.22
2014Summary only. Only limited summary data is available for this year.$0.77$0.01$0.72$2.24$1.52
2013Summary only. Only limited summary data is available for this year.$2.62$0.02$5.28$5.45$0.17
2012Summary only. Only limited summary data is available for this year.$2.90$0.01$7.71$9.09$1.38
2011Summary only. Only limited summary data is available for this year.$4.10$0.01$2.96$8.69$5.73
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 6, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERICA STONEVP/Secretary-$0--
VERETT MIMSCFO-$0--
Filing and Contact Details

Filer

Filer Name
Blum Family Foundation
EIN
95-4894347
Phone
4152887233
Address
909 MONTGOMERY STREET 400, SAN FRANCISCO, CA 94133

Signing Officer

Name
Erica Stone
Title
VP
Phone
4152887233
Signed
2025-06-06
Discuss with paid preparer
Yes

Preparer

Firm
Andersen Tax LLC
Address
333 BUSH ST STE 1700, SAN FRANCISCO, CA 94104
Preparer
Randall Lee
Phone
4157642700
Raw XML Appendix270 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt091
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0182
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1100
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt010100
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt10
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO BLUM FAMILY PARTNERS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1DUE TO RCB ADMINISTRATIVE TRUST
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt010282
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt1600
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/CategoryTxt0CA TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt025
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ERICA STONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP
ReturnHeader/BusinessOfficerGrp/PhoneNum04152887233
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BLUM FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BLUM
ReturnHeader/Filer/EIN0954894347
ReturnHeader/Filer/PhoneNum04152887233
ReturnHeader/Filer/USAddress/AddressLine1Txt0909 MONTGOMERY STREET 400
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094133
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331197384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSEN TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0333 BUSH ST STE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094104
ReturnHeader/PreparerPersonGrp/PhoneNum04157642700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RANDALL LEE
ReturnHeader/ReturnTs02025-06-06T11:31:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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