Civic Intelligence

Doctor Max & Ida L Millman Foundation

990PF • Fiscal year 2015 • EIN 04-6397476

Jan 01, 2015 to Dec 31, 2015 • Filed on May 13, 2016

1111 Elm StreetWest Springfield, MA 01089

(413) 736-0661

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

30th percentile

-6.8%

Higher net margin than 30% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

47th percentile

-0.2%

Faster asset growth than 47% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

66th percentile

11%

Faster revenue growth than 66% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$96,412

Down $183 (-0.2%) from 2014

Net Assets

Down

$96,412

Down $183 (-0.2%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$2,684

Up $274 (+11%) from 2014

Expenses

Up

$2,867

Up $70 (+2.5%) from 2014

Net Income

Up

-$183

Up $204 (+53%) from 2014

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2010: $94,136Liabilities 2010: $0Net Assets 2010: $94,1362010Assets 2011: $94,289Liabilities 2011: $0Net Assets 2011: $94,2892011Assets 2012: $88,943Liabilities 2012: $02012Assets 2013: $96,982Liabilities 2013: $0Net Assets 2013: $96,9822013Assets 2014: $96,595Liabilities 2014: $0Net Assets 2014: $96,5952014Assets 2015: $96,412Liabilities 2015: $0Net Assets 2015: $96,4122015Assets 2016: $97,408Liabilities 2016: $0Net Assets 2016: $97,4082016Assets 2017: $98,598Liabilities 2017: $0Net Assets 2017: $98,5982017Assets 2018: $95,616Liabilities 2018: $0Net Assets 2018: $95,6162018Assets 2019: $96,609Liabilities 2019: $0Net Assets 2019: $96,6092019Assets 2020: $95,100Liabilities 2020: $0Net Assets 2020: $95,1002020Assets 2021: $92,787Liabilities 2021: $0Net Assets 2021: $92,7872021Assets 2022: $90,660Liabilities 2022: $0Net Assets 2022: $90,6602022Assets 2023: $82,236Liabilities 2023: $0Net Assets 2023: $82,2362023Assets 2024: $79,426Liabilities 2024: $0Net Assets 2024: $79,4262024

Highlighted filing

2015

Assets$96,412
Liabilities$0
Net Assets$96,412

Operations Trend

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

$15K$10K$5.0K$0-$5.0K-$10KExpenses 2010: $6,8772010Expenses 2011: $8,8462011Revenue 2012: $1,379Expenses 2012: $6,725Net Income 2012: -$5,3462012Revenue 2013: $10,739Expenses 2013: $2,700Net Income 2013: $8,0392013Revenue 2014: $2,410Expenses 2014: $2,797Net Income 2014: -$3872014Revenue 2015: $2,684Expenses 2015: $2,867Net Income 2015: -$1832015Revenue 2016: $1,730Expenses 2016: $734Net Income 2016: $9962016Revenue 2017: $1,875Expenses 2017: $685Net Income 2017: $1,1902017Revenue 2018: $1,738Expenses 2018: $4,720Net Income 2018: -$2,9822018Revenue 2019: $1,713Expenses 2019: $720Net Income 2019: $9932019Revenue 2020: $1,235Expenses 2020: $2,744Net Income 2020: -$1,5092020Revenue 2021: $2,478Expenses 2021: $4,791Net Income 2021: -$2,3132021Revenue 2022: $676Expenses 2022: $2,803Net Income 2022: -$2,1272022Revenue 2023: $378Expenses 2023: $8,820Net Income 2023: -$8,4422023Revenue 2024: $18Expenses 2024: $2,829Net Income 2024: -$2,8112024

Highlighted filing

2015

Revenue$2,684
Expenses$2,867
Net Income-$183
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 13, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mohan RaoTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Medical School Tuition Assistance-Medford, MA, US$2,000
Filing and Contact Details

Filer

Filer Name
Dr Max and Ida Millman Foundation
EIN
04-6397476
Address
1111 Elm Street, West Springfield, MA 01089

Signing Officer

Name
Mohan Rao
Title
treasurer
Phone
4137360661
Signed
2016-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Bagge Cennamo and Pascoe LLP
Address
66 Maple Ave, Windsor, CT 06095
Preparer
Kenneth P Pascoe
Phone
8602989815
Raw XML Appendix224 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt096595
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IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt096504
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt096504
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01448
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04753
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt095056
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01111 Elm Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0West Springfield
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Constance Fedora
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01111 Elm Street
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0West Springfield
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd001089
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04137360661
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Loans Scholarships to Medical students who must reside in the Hampden County MA
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NA
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0CRITERIA TAKEN INTO CONSIDERATION IS 1) ACADEMIC STANDING, 2) RESIDENCY IN HAMDPEN COUNTY, MASSACHUSETTS FOR AT LEAST 5 YEARS AND 3) ATTENDENCE IN AN ACCREDITED MEDICAL SCHOOL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DR MOHAN RAO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04137360661
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01111 ELM STREET - SUITE 22
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0West Springfield
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd001089
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0MUST RESIDE IN HAMDEN COUNTY, MA FOR NO LESS THAN 5 YEARS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SEPTEMBER 15TH
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Medical School Tuition Assistance
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Nimish Narenda Shah
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Tufts University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Medford
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02867
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04739
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01872
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01488
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04690
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01341
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01872
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05647
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01488
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04159
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02867
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05647
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07519
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Office Expense
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0134
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/Amt113
TaxesSchedule/TaxesDetail/CategoryTxt0MA Filing Fee
TaxesSchedule/TaxesDetail/CategoryTxt1Federal Corp Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt035
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt113
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mohan Rao
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04137360661
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Dr Max and Ida Millman Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MILL
ReturnHeader/Filer/EIN0046397476
ReturnHeader/Filer/USAddress/AddressLine1Txt01111 Elm Street
ReturnHeader/Filer/USAddress/CityNm0West Springfield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001089
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061498917
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bagge Cennamo and Pascoe LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt066 Maple Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Windsor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006095
ReturnHeader/PreparerPersonGrp/PhoneNum08602989815
ReturnHeader/PreparerPersonGrp/PreparationDt02016-06-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kenneth P Pascoe
ReturnHeader/ReturnTs02016-06-09T17:30:53-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$79.4$0.00$79.4$0.02$2.83$2.81
2023Detailed filing. Detailed filing data is available for this year.$82.2$0.00$82.2$0.38$8.82$8.44
2022Detailed filing. Detailed filing data is available for this year.$90.7$0.00$90.7$0.68$2.80$2.13
2021Detailed filing. Detailed filing data is available for this year.$92.8$0.00$92.8$2.48$4.79$2.31
2020Detailed filing. Detailed filing data is available for this year.$95.1$0.00$95.1$1.24$2.74$1.51
2019Detailed filing. Detailed filing data is available for this year.$96.6$0.00$96.6$1.71$0.72$0.99
2018Detailed filing. Detailed filing data is available for this year.$95.6$0.00$95.6$1.74$4.72$2.98
2017Detailed filing. Detailed filing data is available for this year.$98.6$0.00$98.6$1.88$0.69$1.19
2016Detailed filing. Detailed filing data is available for this year.$97.4$0.00$97.4$1.73$0.73$1.00
2015Detailed filing. Detailed filing data is available for this year.$96.4$0.00$96.4$2.68$2.87$0.18
2014Detailed filing. Detailed filing data is available for this year.$96.6$0.00$96.6$2.41$2.80$0.39
2013Detailed filing. Detailed filing data is available for this year.$97.0$0.00$97.0$10.7$2.70$8.04
2012Summary only. Only limited summary data is available for this year.$88.9$0.00$1.38$6.73$5.35
2011Detailed filing. Detailed filing data is available for this year.$94.3$0.00$94.3$8.85
2010Detailed filing. Detailed filing data is available for this year.$94.1$0.00$94.1$6.88