Plumfield Academy

Learning, Growing, Caring. Together.

aka Plumfield Academy   |   Sebastopol, CA   |
GuideStar Charity Check

Plumfield Academy

EIN: 94-1571900


Plumfield Academy’s mission is to provide a transformative educational experience and enable students to thrive in a serene and enriching environment.

Ruling year info


Executive Director

Jill Davidson

Main address

9360 Occidental Rd

Sebastopol, CA 95472 USA

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Subject area info

Education services

Youth development

Population served info

Children and youth

Transgender people

Men and boys

Transitioning children

NTEE code info

Educational Services and Schools - Other (B90)

Other Youth Development N.E.C. (O99)

Programs and results

What we aim to solve

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Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Therapeutic School Program

Plumfield Academy provides individualized instruction for students in grades K-12. Our program accepts boys between the ages of 5 and 13 at the time of enrollment.

Plumfield’s small class size of 3 to 6 students allows for individualized focus on our students’ social, emotional and academic needs. Our educational professionals work collaboratively with parents and each student’s IEP team to maximize individualized academic and behavioral instruction.

This program provides:

-Class size of 3-6 Students
-Individualized Curriculum based on California Common Core Standards
-Enriched Curriculum including Music, Theater, Art, Technology and Athletics
-Social Skills Development within a Communication-Centered Behavioral Program
-Standardized Testing and Assessment
-College-bound and Vocational Instruction

Population(s) Served
Children and youth
Transgender people

Plumfield Academy utilizes a strengths-based team approach. Our clinical team includes our Director, Social Worker, Licensed Therapist, and Specialized Educational staff. Our team members work closely together to assess each student, clarify strengths, and determine individualized goals. Daily meetings with administration, clinical staff, and educational staff facilitate a cohesive and comprehensive understanding of each youth’s specific needs and progress.

We provide individual counseling, group counseling, family support and case management, psychiatric support, speech and language therapy, and occupational therapy.

Population(s) Served
Children and youth
Transgender people

Where we work

Affiliations & memberships

California Alliance of Child and Family Services 2022


Plumfield Academy
Fiscal year: Jul 01 - Jun 30

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2023 info

SOURCE: IRS Form 990


Average of 2.29 over 10 years

Months of cash in 2023 info

SOURCE: IRS Form 990


Average of 3.3 over 10 years

Fringe rate in 2023 info

SOURCE: IRS Form 990


Average of 18% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

Plumfield Academy

Revenue & expenses

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

Plumfield Academy

Balance sheet

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data

Plumfield Academy

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

This snapshot of Plumfield Academy’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

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Business model indicators

Profitability info 2018 2020 2021 2022 2023
Unrestricted surplus (deficit) before depreciation -$402,449 $436,274 $30,406 $74,466 $1,510,787
As % of expenses -24.6% 44.6% 3.8% 9.1% 152.2%
Unrestricted surplus (deficit) after depreciation -$443,636 $400,489 -$2,143 $41,188 $1,477,597
As % of expenses -26.5% 39.5% -0.3% 4.9% 144.0%
Revenue composition info
Total revenue (unrestricted & restricted) $1,231,906 $1,393,087 $749,463 $980,313 $2,483,589
Total revenue, % change over prior year -45.2% 0.0% -46.2% 30.8% 153.3%
Program services revenue 97.2% 48.0% 95.8% 77.8% 37.5%
Membership dues 0.0% 0.0% 0.0% 0.0% 0.0%
Investment income 0.1% 0.4% 2.0% 2.1% 3.8%
Government grants 0.0% 0.0% 0.0% 18.7% 7.4%
All other grants and contributions 2.7% 0.1% 1.1% 1.5% 0.2%
Other revenue 0.0% 51.5% 1.1% -0.1% 51.0%
Expense composition info
Total expenses before depreciation $1,634,355 $978,926 $793,420 $815,496 $992,636
Total expenses, % change over prior year -9.9% 0.0% -18.9% 2.8% 21.7%
Personnel 77.9% 75.2% 73.3% 77.4% 76.4%
Professional fees 1.7% 3.1% 3.9% 4.2% 3.2%
Occupancy 2.6% 1.1% 1.4% 1.7% 0.0%
Interest 1.3% 0.7% 0.5% 0.3% 0.2%
Pass-through 0.0% 0.0% 0.0% 0.0% 0.0%
All other expenses 16.6% 19.8% 20.9% 16.5% 20.3%
Full cost components (estimated) info 2018 2020 2021 2022 2023
Total expenses (after depreciation) $1,675,542 $1,014,711 $825,969 $848,774 $1,025,826
One month of savings $136,196 $81,577 $66,118 $67,958 $82,720
Debt principal payment $47,263 $0 $0 $224,811 $283,669
Fixed asset additions $0 $0 $0 $0 $0
Total full costs (estimated) $1,859,001 $1,096,288 $892,087 $1,141,543 $1,392,215

Capital structure indicators

Liquidity info 2018 2020 2021 2022 2023
Months of cash 0.7 4.8 7.1 2.8 2.2
Months of cash and investments 0.7 11.6 16.8 12.6 25.3
Months of estimated liquid unrestricted net assets 1.1 10.0 11.8 12.0 27.5
Balance sheet composition info 2018 2020 2021 2022 2023
Cash $94,147 $388,370 $468,070 $189,704 $182,413
Investments $0 $560,764 $644,755 $669,283 $1,913,890
Receivables $175,794 $105,710 $84,426 $162,109 $136,614
Gross land, buildings, equipment (LBE) $1,968,151 $1,655,917 $1,672,574 $1,672,574 $1,496,778
Accumulated depreciation (as a % of LBE) 69.1% 68.6% 69.5% 71.6% 73.8%
Liabilities (as a % of assets) 70.0% 29.2% 34.7% 22.7% 3.2%
Unrestricted net assets $0 $0 $0 $0 $0
Temporarily restricted net assets $0 N/A N/A N/A N/A
Permanently restricted net assets $0 N/A N/A N/A N/A
Total restricted net assets $0 $0 $0 $0 $0
Total net assets $278,450 $1,120,845 $1,118,702 $1,159,890 $2,637,487

Key data checks

Key data checks info 2018 2020 2021 2022 2023
Material data errors No No No No No


The people, governance practices, and partners that make the organization tick.

Form 1023/1024 is not available for this organization

Executive Director

Jill Davidson

Number of employees

Source: IRS Form 990

Plumfield Academy

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Show data for fiscal year
Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

There are no highest paid employees recorded for this organization.

Plumfield Academy

Board of directors
as of 02/22/2024
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

Mr. Jonathan Rosenblum

Food For Thought

Neils Goodwin

Tugboat, Inc.

Steve Hecht

Artisan Sotheby’s International Realty

Jamie McKenna

Private practice

Stacy Kalember

Harmony Union School District

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Not applicable
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes

Organizational demographics

SOURCE: Self-reported; last updated 2/22/2024

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.


The organization's leader identifies as:

Race & ethnicity
Gender identity
Female, Not transgender
Disability status
Person without a disability

Race & ethnicity

Gender identity

Transgender Identity

Sexual orientation

No data


Equity strategies

Last updated: 08/31/2022

GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more

  • We employ non-traditional ways of gathering feedback on programs and trainings, which may include interviews, roundtables, and external reviews with/by community stakeholders.
Policies and processes
  • We help senior leadership understand how to be inclusive leaders with learning approaches that emphasize reflection, iteration, and adaptability.