Civic Intelligence

Robert & Bethany Millard Charitable Foundation

990PF • Fiscal year 2012 • EIN 13-3566723

Jan 01, 2012 to Dec 31, 2012 • Filed on May 09, 2013

Organization Profile
C/O Cbiz Mhm Llc 111 West 40th St10018
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2012 filings • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Source year 2012

Asset Growth

93rd percentile

37%

Faster asset growth than 93% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$6,485,739

Up $1,743,960 (+37%) from 2011

Net Assets

$6,485,739

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$1,580,962

Down $212,449 (-12%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$15M$10M$5.0M$0Assets 2011: $4,741,779Liabilities 2011: $02011Assets 2012: $6,485,739Liabilities 2012: $0Net Assets 2012: $6,485,7392012Assets 2013: $9,562,387Liabilities 2013: $0Net Assets 2013: $9,562,3872013Assets 2014: $12,030,987Liabilities 2014: $02014Assets 2015: $12,333,193Liabilities 2015: $02015Assets 2018: $11,338,432Liabilities 2018: $0Net Assets 2018: $11,338,4322018Assets 2019: $7,576,042Liabilities 2019: $0Net Assets 2019: $7,576,0422019Assets 2020: $6,868,813Liabilities 2020: $0Net Assets 2020: $6,868,8132020Assets 2021: $8,869,090Liabilities 2021: $0Net Assets 2021: $8,869,0902021Assets 2022: $8,488,827Liabilities 2022: $0Net Assets 2022: $8,488,8272022Assets 2023: $8,067,556Liabilities 2023: $0Net Assets 2023: $8,067,5562023Assets 2024: $7,604,155Liabilities 2024: $0Net Assets 2024: $7,604,1552024

Highlighted filing

2012

Assets$6,485,739
Liabilities$0
Net Assets$6,485,739
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$5.0M$0-$5.0MRevenue 2011: $174,903Expenses 2011: $1,793,411Net Income 2011: -$1,618,5082011Expenses 2012: $1,580,9622012Revenue 2013: $4,628,597Expenses 2013: $1,551,949Net Income 2013: $3,076,6482013Revenue 2014: $2,906,535Expenses 2014: $747,883Net Income 2014: $2,158,6522014Revenue 2015: $1,418,483Expenses 2015: $979,136Net Income 2015: $439,3472015Revenue 2018: $371,083Expenses 2018: $625,094Net Income 2018: -$254,0112018Revenue 2019: $366,060Expenses 2019: $4,128,450Net Income 2019: -$3,762,3902019Revenue 2020: $963,893Expenses 2020: $1,275,173Net Income 2020: -$311,2802020Revenue 2021: $3,273,686Expenses 2021: $1,273,409Net Income 2021: $2,000,2772021Revenue 2022: $446,014Expenses 2022: $1,173,244Net Income 2022: -$727,2302022Revenue 2023: $446,691Expenses 2023: $871,567Net Income 2023: -$424,8762023Revenue 2024: $487,228Expenses 2024: $1,371,265Net Income 2024: -$884,0372024

Highlighted filing

2012

Revenue-
Expenses$1,580,962
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 9, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT B MILLARDOfficerPT$0--
BETHANY MILLARDOfficerPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCASH CONTRIBUTIONS - SEE ATTACHED SCHEDULECHARITABLE CONTRIBUTIONEXEMPT ORGNEW YORK, NY, US$1,554,778
Filing and Contact Details

Filer

EIN
13-3566723
Raw XML Appendix389 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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DistributionFromCorpusElection/Election0SECTION 4942(H)(2) ELECTIONAS TO THE TREATMENT OF QUALIFYING DISTRIBUTIONSPURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THIS FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS: TAX YEAR 2007 IN THE AMOUNT OF $540,234
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ROBERT B MILLARD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1BETHANY MILLARD
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IRS990PF/UndistributedIncome/ExcessFromYear301109252
IRS990PF/UndistributedIncome/ExcessFromYear402158140
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions01573428
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus09740349
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover08707155
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus01573428
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
IRS990ScheduleB/ContributorInfo/AggregateContributions01000576
IRS990ScheduleB/ContributorInfo/AggregateContributions1419900
IRS990ScheduleB/ContributorInfo/AggregateContributions2494999
IRS990ScheduleB/ContributorInfo/AggregateContributions3781800
IRS990ScheduleB/ContributorInfo/AggregateContributions4428349
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10C/O CBIZ 111 W 40TH STREET
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine11C/O CBIZ 111 W 40TH STREET
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine12C/O CBIZ 111 W 40TH STREET
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine13C/O CBIZ 111 W 40TH STREET
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine14C/O CBIZ 111 W 40TH STREET
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0NEW YORK
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City1NEW YORK
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City2NEW YORK
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City3NEW YORK
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City4NEW YORK
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0NY
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State1NY
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State2NY
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State3NY
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State4NY
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode010018
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode110018
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode210018
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode310018
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode410018
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0ROBERT MILLARD
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual1ROBERT MILLARD
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual2ROBERT MILLARD
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual3ROBERT MILLARD
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual4ROBERT MILLARD
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/ContributorNumber12
IRS990ScheduleB/ContributorInfo/ContributorNumber23
IRS990ScheduleB/ContributorInfo/ContributorNumber34
IRS990ScheduleB/ContributorInfo/ContributorNumber45
IRS990ScheduleB/ContributorInfo/NoncashContributionType0X
IRS990ScheduleB/ContributorInfo/NoncashContributionType1X
IRS990ScheduleB/ContributorInfo/NoncashContributionType2X
IRS990ScheduleB/ContributorInfo/NoncashContributionType3X
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI02
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI13
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI24
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI35
IRS990ScheduleB/NoncashProperty/DateReceived02012-12-24
IRS990ScheduleB/NoncashProperty/DateReceived12012-12-21
IRS990ScheduleB/NoncashProperty/DateReceived22012-12-21
IRS990ScheduleB/NoncashProperty/DateReceived32012-12-21
IRS990ScheduleB/NoncashProperty/FairMarketValue0419900
IRS990ScheduleB/NoncashProperty/FairMarketValue1494999
IRS990ScheduleB/NoncashProperty/FairMarketValue2781800
IRS990ScheduleB/NoncashProperty/FairMarketValue3428349
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription010,000 SHS OF ANALOG DEVICES INC
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription18,844 SHS OF CAMERON INTL CORP
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription240,000 SHS OF KIMCO REALTY CORP
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription311,100 SHS OF SHAWCOR LTD
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherDecreasesSchedule/OtherDecreases/Amount0607
OtherDecreasesSchedule/OtherDecreases/Description0BOOK/TAX DIFFERENCE - DIVIDEND INCOME
OtherExpensesSchedule/OtherExpenses/Description0NY LAW JOURNAL
OtherExpensesSchedule/OtherExpenses/Description1TRAVEL AND MEALS
OtherExpensesSchedule/OtherExpenses/Description2NY ANNUAL FILING FEE
OtherExpensesSchedule/OtherExpenses/Description3BANK SERVICE CHARGE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0750
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps11278
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps2130
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps30
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome10
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome20
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome334
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0750
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks11278
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks2130
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks334
TaxesSchedule/Taxes/Amount05000
TaxesSchedule/Taxes/Category0EXCISE TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0133566723
ReturnHeader/Filer/Name/BusinessNameLine10ROBERT & BETHANY MILLARD CHARITABLE FOUNDATION
ReturnHeader/Filer/NameControl0ROBE
ReturnHeader/Filer/Phone02127905700
ReturnHeader/Filer/USAddress/AddressLine10C/O CBIZ MHM LLC 111 WEST 40TH ST
ReturnHeader/Filer/USAddress/City0NEW YORK
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode010018
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-05-09
ReturnHeader/Officer/Name0ROBERT MILLARD
ReturnHeader/Officer/Phone02127905700
ReturnHeader/Officer/Title0OFFICER
ReturnHeader/PreparerFirm/EIN0341883473
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10CBIZ MHM LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101065 AVENUE OF THE AMERICAS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0NEW YORK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode010018
ReturnHeader/Preparer/Name0GARY DUBOFF
ReturnHeader/Preparer/Phone02127905700
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-14T15:25:02-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,485,739
Liabilities
$0
Net assets
$6,485,739
Revenue
-
Expenses
$1,580,962
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.60$0.00$7.60$0.49$1.37$0.88
2023Detailed filing. Detailed filing data is available for this year.$8.07$0.00$8.07$0.45$0.87$0.42
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$8.49$0.00$8.49$0.45$1.17$0.73
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.87$0.00$8.87$3.27$1.27$2.00
2020Detailed filing. Detailed filing data is available for this year.$6.87$0.00$6.87$0.96$1.28$0.31
2019Detailed filing. Detailed filing data is available for this year.$7.58$0.00$7.58$0.37$4.13$3.76
2018Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$0.37$0.63$0.25
2015Summary only. Only limited summary data is available for this year.$12.3$0.00$1.42$0.98$0.44
2014Summary only. Only limited summary data is available for this year.$12.0$0.00$2.91$0.75$2.16
2013Detailed filing. Detailed filing data is available for this year.$9.56$0.00$9.56$4.63$1.55$3.08
2012Detailed filing. Detailed filing data is available for this year.$6.49$0.00$6.49$1.58
2011Summary only. Only limited summary data is available for this year.$4.74$0.00$0.17$1.79$1.62