Civic Intelligence

Jimmy Miller Memorial Foundation

990 • Fiscal year 2018 • EIN 20-1702191

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

2711 Sepulveda Blvd 331Manhattan Beach, CA 90266

(310) 367-1640

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

77th percentile

21%

Higher net margin than 77% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

58th percentile

6.4%

Faster asset growth than 58% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Revenue Growth

35th percentile

-9.0%

Faster revenue growth than 35% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Assets

Up

$278,993

Up $32,547 (+13%) from 2016

Net Assets

Up

$278,993

Up $32,547 (+13%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$328,932

Down $68,652 (-17%) from 2016

Expenses

Up

$259,907

Up $100,959 (+64%) from 2016

Net Income

Down

$69,025

Down $169,611 (-71%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0-$200KAssets 2011: $48,458Net Assets 2011: $48,4582011Assets 2012: $108,715Liabilities 2012: $0Net Assets 2012: $108,7152012Assets 2013: $14,065Liabilities 2013: $19,550Net Assets 2013: -$5,4852013Assets 2014: $60,578Liabilities 2014: $19,550Net Assets 2014: $41,0282014Assets 2015: $7,810Net Assets 2015: $7,8102015Assets 2016: $246,446Liabilities 2016: $0Net Assets 2016: $246,4462016Assets 2018: $278,993Liabilities 2018: $0Net Assets 2018: $278,9932018Assets 2019: $218,309Liabilities 2019: $0Net Assets 2019: $218,3092019Assets 2020: $313,138Liabilities 2020: $50Net Assets 2020: $313,0882020Assets 2021: $404,727Liabilities 2021: $0Net Assets 2021: $404,7272021Assets 2022: $491,955Liabilities 2022: $0Net Assets 2022: $491,9552022Assets 2023: $656,918Liabilities 2023: $0Net Assets 2023: $656,9182023Assets 2024: $664,779Liabilities 2024: $0Net Assets 2024: $664,7792024

Highlighted filing

2018

Assets$278,993
Liabilities$0
Net Assets$278,993

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $89,896Expenses 2011: $116,675Net Income 2011: -$26,7792011Expenses 2012: $197,5492012Revenue 2013: $99,104Expenses 2013: $148,977Net Income 2013: -$49,8732013Revenue 2014: $277,839Expenses 2014: $237,310Net Income 2014: $40,5292014Revenue 2015: $106,324Expenses 2015: $139,542Net Income 2015: -$33,2182015Revenue 2016: $397,584Expenses 2016: $158,948Net Income 2016: $238,6362016Revenue 2018: $328,932Expenses 2018: $259,907Net Income 2018: $69,0252018Revenue 2019: $189,909Expenses 2019: $250,593Net Income 2019: -$60,6842019Revenue 2020: $220,668Expenses 2020: $125,889Net Income 2020: $94,7792020Revenue 2021: $292,828Expenses 2021: $201,239Net Income 2021: $91,5892021Revenue 2022: $403,557Expenses 2022: $316,329Net Income 2022: $87,2282022Revenue 2023: $647,017Expenses 2023: $482,053Net Income 2023: $164,9642023Revenue 2024: $601,576Expenses 2024: $593,689Net Income 2024: $7,8872024

Highlighted filing

2018

Revenue$328,932
Expenses$259,907
Net Income$69,025
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$331,639
Mission and Program Overview

Mission

The mission of the foundation is to help the healing of mental and physical illness through surfing and ocean related activities. The foundation also promotes general ocean and surfing awareness through recreational, educational and mentoring programs to underpriveledged people.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$176,898$166,583▼ $10,315
Investments in Publicly Traded Securities-$95,682-
Cash and Non-Interest-Bearing Accounts$33,070$8,688▼ $24,382
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$209,968$278,993▲ $69,025
Other Assets Total-$8,040-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$209,968$278,993▲ $69,025
Total Net Assets Fund Balance$209,968$278,993▲ $69,025
Total Liabilities and Net Assets / Fund Balance$209,968$278,993▲ $69,025
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jeff MillerPresident
Andrew DellenbachCEO
Chris BrownSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$292,653
Program Service Revenue
$0
Investment Income
$3,263
Other Revenue
$33,016
All Other Contributions
$292,653
Change in Net Assets
$69,025
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$259,357
Total Fundraising Expense$78,506
Grants and Similar Amounts Paid$550
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$14,166$14,167$14,166$42,499
Other Expenses$92,168$11,094$60,841$11,094
All Other Expenses-$6,066-$6,066
Advertising$2,332-$3,499$5,831
Insurance-$3,377-$3,377
Fees for Services Accounting-$2,531-$2,531
Grants to Domestic Orgs$550--$550
Total Functional Expenses$109,216$72,185$78,506$259,907
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$35,723
Fundraising Direct Expenses$2,707
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
The Jimmy Surf Fiesta$35,723$35,723$1,642$34,081
Total Events$35,723$35,723$2,707$33,016
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Chris BrownSecretarySurfing InstructorsNo-

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

Nancy miller is the mother of jeff miller. Nancy miller is on the board of directors and jeff miller is president.

Form 990, Part VI, Line 11B: Form 990 Review Process

A draft of the return was provided to board members before filing of the return. The secretary of the foundation has reviewed the return in detail, discussed certain points and collaborated to ensure a complete and accurate return.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Jimmy Miller Memorial Foundation
EIN
20-1702191
Phone
3103671640
Address
2711 SEPULVEDA BLVD 331, MANHATTAN BEACH, CA 90266

Signing Officer

Name
Tome Baldocchi
Title
Treasurer
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
2005
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
0
Employees
0
Volunteers
350

Preparer

Firm
Tome Baldocchi Ea
Address
1404 Chestnut Ave, Manhattan Beach, CA 90266
Preparer
Tome Baldocchi
Phone
3105461724
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IRS990ScheduleA/PublicSupportCY509Pct00.99650
IRS990ScheduleA/PublicSupportPY509Pct00.99920
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt058416
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0397265
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0106322
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0264644
IRS990ScheduleA/Total509Grp/TotalAmt01119300
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0295916
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt058597
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0397584
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0106324
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0264852
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01123273
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt02707
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0THE JIMMY SURF FIESTA
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0815
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0815
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt035723
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt035723
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt033016
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01642
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01642
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0250
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0CHRIS BROWN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0SECRETARY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0SURFING INSTRUCTORS
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0CHRIS BROWN IS THE SECRETARY OF THE FOUNDATION. CHRIS BROWN IS THE CEO OF CAMP SURF. CAMP SURF HAS BEEN CONTRACTED BY THE JIMMY MILLER MEMORIAL FOUNDATION TO PROVIDE SURFING INSTRUCTORS AND SAFETY COORDINATORS FOR THE OCEAN RELATED ACTIVITIES.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule L, Part V Supplemental Information
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NANCY MILLER IS THE MOTHER OF JEFF MILLER. NANCY MILLER IS ON THE BOARD OF DIRECTORS AND JEFF MILLER IS PRESIDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT OF THE RETURN WAS PROVIDED TO BOARD MEMBERS BEFORE FILING OF THE RETURN. THE SECRETARY OF THE FOUNDATION HAS REVIEWED THE RETURN IN DETAIL, DISCUSSED CERTAIN POINTS AND COLLABORATED TO ENSURE A COMPLETE AND ACCURATE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt072185
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0109216
IRS990/TotalFunctionalExpensesGrp/TotalAmt0259907
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IRS990/TotalProgramServiceExpensesAmt0109216
IRS990/TotalProgramServiceRevenueAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0328932
IRS990/TotalVolunteersCnt0350
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0278993
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IRS990/UnrestrictedNetAssetsGrp/BOYAmt0209968
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IRS990/USAddress/CityNm0MANHATTAN BEACH
IRS990/USAddress/StateAbbreviationCd0CA
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IRS990/VotingMembersGoverningBodyCnt012
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IRS990/WebsiteAddressTxt0www.jimmymillerfoundation.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TOME BALDOCCHI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JIMMY MILLER MEMORIAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JIMM
ReturnHeader/Filer/EIN0201702191
ReturnHeader/Filer/PhoneNum03103671640
ReturnHeader/Filer/USAddress/AddressLine1Txt02711 SEPULVEDA BLVD 331
ReturnHeader/Filer/USAddress/CityNm0MANHATTAN BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090266
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TOME BALDOCCHI EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01404 Chestnut Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Manhattan Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090266
ReturnHeader/PreparerPersonGrp/PhoneNum03105461724
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TOME BALDOCCHI
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-15T17:05:29-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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