Civic Intelligence

Aida Miller Foundation

990PF • Fiscal year 2022 • EIN 20-1958990

Dec 01, 2021 to Nov 30, 2022 • Filed on Oct 16, 2023

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

54th percentile

0.03x

Higher debt load relative to assets than 54% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

70th percentile

0.18x

Higher debt load relative to revenue than 70% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

93rd percentile

75%

Higher net margin than 93% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

3rd percentile

-35%

Faster asset growth than 3% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Assets

Down

$1,653,004

Down $897,822 (-35%) from 2021

Net Assets

Down

$1,597,134

Down $368,125 (-19%) from 2021

Liabilities

Down

$55,870

Down $529,697 (-90%) from 2021

Revenue

Up

$306,456

Up $469,977 (+287%) from 2021

Expenses

Down

$77,224

Down $14,873 (-16%) from 2021

Net Income

Up

$229,232

Up $484,850 (+190%) from 2021

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

2022

Assets$1,653,004
Liabilities$55,870
Net Assets$1,597,134

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

2022

Revenue$306,456
Expenses$77,224
Net Income$229,232
Jump To
Filing Snapshot
Filing Period
Dec 1, 2021 to Nov 30, 2022
Signed
Oct 16, 2023
Return Version
2021v4.1
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
2023-10-16
Discuss with paid preparer
No

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
44 Montgomery Street Suite 1305, San Francisco, CA 94104
Preparer
Erik Satow
Phone
4159830200
Raw XML AppendixShowing 400 of 829 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/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0107
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04464
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt071321
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01546
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt077224
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0306456
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0306456
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt04977
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01546
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt010880
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0154
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0357556
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0292989
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0292989
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0650545
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Sales of Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0292989
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0229232
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0597357
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02194491
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01965259
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01597134
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt079844
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt079844
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt079844
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt084082
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04238
IRS990PF/DistributableAmountGrp/TotalTaxAmt04238
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt06
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt04200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04238
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04238
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04238
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt044
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04200
IRS990PF/FMVAssetsEOYAmt01653004
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt05462
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt029165
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt038529
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt038529
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt025412
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt017377
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt017377
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01548136
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0714828
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0714828
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt01965259
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt01597134
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0946356
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0797209
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0797209
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0580105
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt055870
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt07824
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt07824
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01757
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt077237
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt077237
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02550826
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01653004
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01653004
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0585567
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt055870
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02550826
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01653004
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01965259
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01597134
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01707244
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt023399
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01683845
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt025609
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt084082
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01681635
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01707244
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt16.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0David Miller
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Laura Miller
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Stacey Wong
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04300 Black Ave 302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14300 Black Ave 302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24300 Black Ave 302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Pleasanton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Pleasanton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Pleasanton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094566
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194566
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294588
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt071321
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt071321
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true

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
2022Detailed filing. Detailed filing data is available for this year.$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