Civic Intelligence

The Arthur and Phyllis Milton Foundation Inc

EIN 13-3922759 • Purchase, NY

Pub. 78 EligibleNTEE T21J
102 Broadview Avenue E426Purchase, NY 10577
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

78th percentile

0.00x

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

NTEE T • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

79th percentile

0.00x

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

NTEE T • $500k-$1M nonprofits • Source year 2024

Net Margin

89th percentile

79%

Higher net margin than 89% of similar nonprofits.

NTEE T • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

NTEE T • $500k-$1M nonprofits • Source year 2024

Asset Growth

73rd percentile

9.0%

Faster asset growth than 73% of similar nonprofits.

NTEE T • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

91%

Faster revenue growth than 76% of similar nonprofits.

NTEE T • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$623,146

Up $51,672 (+9.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$623,146

Up $51,672 (+9.0%) from 2023

Operations
Liabilities / Revenue79th percentileNet Margin89th percentile

Revenue

Up

$67,574

Up $32,117 (+91%) from 2023

Expenses

Down

$14,069

Down $11,333 (-45%) from 2023

Net Income

Up

$53,505

Up $43,450 (+432%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth73rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,610,960Liabilities 2010: $0Net Assets 2010: $2,610,9602010Assets 2011: $1,542,647Liabilities 2011: $0Net Assets 2011: $1,542,6472011Assets 2012: $1,503,350Liabilities 2012: $0Net Assets 2012: $1,503,3502012Assets 2013: $1,354,303Liabilities 2013: $0Net Assets 2013: $1,354,3032013Assets 2014: $1,194,046Liabilities 2014: $0Net Assets 2014: $1,194,0462014Assets 2015: $1,112,452Liabilities 2015: $0Net Assets 2015: $1,112,4522015Assets 2016: $989,834Liabilities 2016: $0Net Assets 2016: $989,8342016Assets 2017: $757,489Liabilities 2017: $0Net Assets 2017: $757,4892017Assets 2018: $614,454Liabilities 2018: $0Net Assets 2018: $614,4542018Assets 2019: $555,619Liabilities 2019: $0Net Assets 2019: $555,6192019Assets 2020: $516,053Liabilities 2020: $0Net Assets 2020: $516,0532020Assets 2021: $531,217Liabilities 2021: $0Net Assets 2021: $531,2172021Assets 2022: $565,218Liabilities 2022: $0Net Assets 2022: $565,2182022Assets 2023: $571,474Liabilities 2023: $0Net Assets 2023: $571,4742023Assets 2024: $623,146Liabilities 2024: $0Net Assets 2024: $623,1462024

Highlighted filing

2024

Assets$623,146
Liabilities$0
Net Assets$623,146
Open 2024 Filing

Operations Trend

Revenue Growth76th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $227,4702010Expenses 2011: $1,224,5962011Expenses 2012: $247,3872012Revenue 2013: $87,437Expenses 2013: $236,484Net Income 2013: -$149,0472013Revenue 2014: $80,464Expenses 2014: $240,721Net Income 2014: -$160,2572014Revenue 2015: $169,513Expenses 2015: $251,107Net Income 2015: -$81,5942015Revenue 2016: $124,164Expenses 2016: $246,782Net Income 2016: -$122,6182016Revenue 2017: $49,181Expenses 2017: $280,324Net Income 2017: -$231,1432017Revenue 2018: $86,399Expenses 2018: $227,211Net Income 2018: -$140,8122018Revenue 2019: $50,489Expenses 2019: $104,826Net Income 2019: -$54,3372019Revenue 2020: $37,115Expenses 2020: $74,208Net Income 2020: -$37,0932020Revenue 2021: $42,272Expenses 2021: $23,695Net Income 2021: $18,5772021Revenue 2022: $57,932Expenses 2022: $22,067Net Income 2022: $35,8652022Revenue 2023: $35,457Expenses 2023: $25,402Net Income 2023: $10,0552023Revenue 2024: $67,574Expenses 2024: $14,069Net Income 2024: $53,5052024

Highlighted filing

2024

Revenue$67,574
Expenses$14,069
Net Income$53,505
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$623,146
Liabilities
$0
Net assets
$623,146
Revenue
$67,574
Expenses
$14,069
Net income
$53,505
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.07$0.01$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.04$0.03$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.06$0.02$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.04$0.02$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.04$0.07$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.05$0.10$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.09$0.23$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.05$0.28$0.23
2016Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.12$0.25$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.17$0.25$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.08$0.24$0.16
2013Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.09$0.24$0.15
2012Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.25
2011Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$1.22
2010Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHYLLIS MILTONPresident-$0--
DAVID GOTTERERVP/Treasurer-$0--
JAMES PURDYSecretary-$0--
STEPHEN CONTEDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Arthur and Phyllis Milton
EIN
13-3922759
Phone
9149390554
Address
102 BROADVIEW AVENUE E426, PURCHASE, NY 10577

Signing Officer

Name
Phyllis Milton
Title
President
Phone
9149390554
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Cohnreznick Advisory LLC
Address
1301 AVENUE OF THE AMERICAS, NEW YORK, NY 10019
Preparer
Anand Viswanath
Phone
2122970400
Raw XML Appendix321 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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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0PHYLLIS MILTON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0102 BROADVIEW AVENUE APT E426
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PURCHASE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010577
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09149390554
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0PHYLLIS MILTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09149390554
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0102 BROADVIEW AVENUE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0PURCHASE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd010577
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0PHYLLIS MILTON
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05456
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt037966
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt032510
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt032413
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt060232
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt032510
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt027722
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt032413
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt032413
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05456
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt060135
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt092645
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01833
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BASIS ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS DEPARTMENT OF LAW
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12356
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12356
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05442
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MGMT FEES - RAYMOND JAMES & ASSOCIATES INC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05442
TaxesSchedule/TaxesDetail/Amt0171
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0171
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PHYLLIS MILTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09149390554
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ARTHUR AND PHYLLIS MILTON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ARTH
ReturnHeader/Filer/EIN0133922759
ReturnHeader/Filer/PhoneNum09149390554
ReturnHeader/Filer/USAddress/AddressLine1Txt0102 BROADVIEW AVENUE E426
ReturnHeader/Filer/USAddress/CityNm0PURCHASE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010577
ReturnHeader/Form8822BAttachedInd0X
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0333709623
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COHNREZNICK ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 AVENUE OF THE AMERICAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010019
ReturnHeader/PreparerPersonGrp/PhoneNum02122970400
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANAND VISWANATH
ReturnHeader/ReturnTs02025-05-12T13:20:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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