Civic Intelligence

Aida Miller Foundation

990PF • Fiscal year 2019 • EIN 20-1958990

Dec 01, 2018 to Nov 30, 2019 • Filed on Oct 13, 2020

4300 Black Ave 302Pleasanton, CA 94566

(925) 397-0928

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.01x

Higher debt load relative to revenue than 38% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

9th percentile

-56%

Higher net margin than 9% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

86th percentile

26%

Faster asset growth than 86% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

96th percentile

235%

Faster revenue growth than 96% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$1,216,262

Up $247,479 (+26%) from 2018

Net Assets

Up

$1,215,631

Up $246,848 (+25%) from 2018

Liabilities

Up

$631

Up $631 from 2018

Revenue

Up

$57,440

Up $40,314 (+235%) from 2018

Expenses

Down

$89,813

Down $179,472 (-67%) from 2018

Net Income

Up

-$32,373

Up $219,786 (+87%) from 2018

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $838,310Liabilities 2011: $02011Assets 2012: $816,512Liabilities 2012: $12012Assets 2013: $859,355Liabilities 2013: $0Net Assets 2013: $859,3552013Assets 2014: $854,907Liabilities 2014: $0Net Assets 2014: $854,9072014Assets 2015: $960,856Liabilities 2015: $0Net Assets 2015: $960,8562015Assets 2016: $993,777Liabilities 2016: $0Net Assets 2016: $993,7772016Assets 2018: $968,783Liabilities 2018: $0Net Assets 2018: $968,7832018Assets 2019: $1,216,262Liabilities 2019: $631Net Assets 2019: $1,215,6312019Assets 2020: $1,627,995Liabilities 2020: $10,198Net Assets 2020: $1,617,7972020Assets 2021: $2,550,826Liabilities 2021: $585,567Net Assets 2021: $1,965,2592021Assets 2022: $1,653,004Liabilities 2022: $55,870Net Assets 2022: $1,597,1342022Assets 2023: $1,949,759Liabilities 2023: $25,193Net Assets 2023: $1,924,5662023Assets 2024: $4,178,953Liabilities 2024: $0Net Assets 2024: $4,178,9532024

Highlighted filing

2019

Assets$1,216,262
Liabilities$631
Net Assets$1,215,631

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2011: $21,050Expenses 2011: $54,386Net Income 2011: -$33,3362011Revenue 2012: $34,919Expenses 2012: $56,717Net Income 2012: -$21,7982012Expenses 2013: $76,8782013Revenue 2014: $41,516Expenses 2014: $45,964Net Income 2014: -$4,4482014Revenue 2015: $134,822Expenses 2015: $28,873Net Income 2015: $105,9492015Revenue 2016: $67,773Expenses 2016: $34,852Net Income 2016: $32,9212016Revenue 2018: $17,126Expenses 2018: $269,285Net Income 2018: -$252,1592018Revenue 2019: $57,440Expenses 2019: $89,813Net Income 2019: -$32,3732019Revenue 2020: $28,577Expenses 2020: $107,068Net Income 2020: -$78,4912020Revenue 2021: -$163,521Expenses 2021: $92,097Net Income 2021: -$255,6182021Revenue 2022: $306,456Expenses 2022: $77,224Net Income 2022: $229,2322022Revenue 2023: $28,783Expenses 2023: $90,142Net Income 2023: -$61,3592023Revenue 2024: $138,358Expenses 2024: $186,312Net Income 2024: -$47,9542024

Highlighted filing

2019

Revenue$57,440
Expenses$89,813
Net Income-$32,373
Jump To
Filing Snapshot
Filing Period
Dec 1, 2018 to Nov 30, 2019
Signed
Oct 13, 2020
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
David MillerPresidentPT$0--
Laura MillerSecretaryPT$0--
Stacey WongDirector-$0--
Filing and Contact Details

Filer

Filer Name
Aida Miller Foundation
EIN
20-1958990
Phone
9253970928
Address
4300 Black Ave 302, Pleasanton, CA 94566

Signing Officer

Name
David Miller
Title
President
Signed
2020-10-13
Discuss with paid preparer
No

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
44 Montgomery Street Suite 1305, San Francisco, CA 94104
Preparer
Michael Fontanello
Phone
4159830200
Raw XML AppendixShowing 400 of 556 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Morgan Stanley 1.265% 7/29/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1Centurytel Inc, 7.6% 9/15/39
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Nvidia Corp, 1,181 Sh
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3Clearbridge Large Cap, 1,860.142 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4Columbia Dividend, 4,238.977 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5Janus Henderson Enterp, 417.863 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6Neuberger Berman, 2,788.968 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7Neuveen Small Cap, 2,484.055 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8T Row Price Global, 1,974.542 Sh
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10Virtus Vontobel Emerging, 3,682.231 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11Eaton Vance Ltd, 2,061 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12Morgan Stanley Emerging, Mkt, 2,287 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13PIMCO Dynamic Credit, 393 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14BNY Mellon Global, 1,858.195 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15Invesco Core Bond, 3,739.952 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16Putnam Income Fund, 5,648.993 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17T Rowe Price, 3,539.891 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18Calamos Market Neutral, 4,838.743 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt010951
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Stacey Wong
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0American Lung Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1American Red Cross
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Bay City WPC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Compassion International
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Cornerstone Fellowship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Earth Citizen Organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6ENMU Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7George Mark Children's House
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8GO Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9Harvest Park Middle School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10JDRF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11Mises Institute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm12National MS Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm13Pancreative Cancer Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm14Pleasanton Partnership in Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm15Sandra Wing Healing Therapies Fdn
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm16Students for Life of America
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm17Young American Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm18Z Cares Foundation
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt17N/A

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.14$0.19$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$0.03$1.92$0.03$0.09$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.06$1.60$0.31$0.08$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.55$0.59$1.97$0.16$0.09$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.01$1.62$0.03$0.11$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.06$0.09$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.02$0.27$0.25
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$0.07$0.03$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.13$0.03$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.04$0.05$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.08
2012Summary only. Only limited summary data is available for this year.$0.82$0.00$0.03$0.06$0.02
2011Summary only. Only limited summary data is available for this year.$0.84$0.00$0.02$0.05$0.03