Civic Intelligence

The Charles a and Lois H Miller Charitable

990PF • Fiscal year 2013 • EIN 27-0779325

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 29, 2014

Organization Profile
575 S Charles Street21201

(410) 659-6200

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

3rd percentile

-221%

Higher net margin than 3% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

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.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

20th percentile

-4.3%

Faster asset growth than 20% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$1,455,933

Down $65,435 (-4.3%) from 2012

Net Assets

Down

$1,455,933

Down $65,435 (-4.3%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin3rd percentile

Revenue

$43,473

No earlier filing loaded for comparison.

Expenses

Up

$139,615

Up $11,191 (+8.7%) from 2012

Net Income

-$96,142

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,600,464Liabilities 2010: $0Net Assets 2010: $1,600,4642010Assets 2011: $1,542,515Liabilities 2011: $0Net Assets 2011: $1,542,5152011Assets 2012: $1,521,368Liabilities 2012: $0Net Assets 2012: $1,521,3682012Assets 2013: $1,455,933Liabilities 2013: $0Net Assets 2013: $1,455,9332013Assets 2014: $1,450,682Liabilities 2014: $0Net Assets 2014: $1,450,6822014Assets 2015: $1,452,689Liabilities 2015: $0Net Assets 2015: $1,452,6892015Assets 2016: $1,379,948Liabilities 2016: $0Net Assets 2016: $1,379,9482016Assets 2017: $1,366,576Liabilities 2017: $0Net Assets 2017: $1,366,5762017Assets 2018: $1,322,376Liabilities 2018: $0Net Assets 2018: $1,322,3762018Assets 2019: $1,317,984Liabilities 2019: $0Net Assets 2019: $1,317,9842019Assets 2020: $1,316,726Liabilities 2020: $0Net Assets 2020: $1,316,7262020Assets 2021: $1,301,173Liabilities 2021: $0Net Assets 2021: $1,301,1732021Assets 2022: $1,258,764Liabilities 2022: $0Net Assets 2022: $1,258,7642022Assets 2023: $1,287,619Liabilities 2023: $0Net Assets 2023: $1,287,6192023Assets 2024: $1,325,035Liabilities 2024: $0Net Assets 2024: $1,325,0352024

Highlighted filing

2013

Assets$1,455,933
Liabilities$0
Net Assets$1,455,933
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KExpenses 2010: $131,9632010Expenses 2011: $139,3012011Expenses 2012: $128,4242012Revenue 2013: $43,473Expenses 2013: $139,615Net Income 2013: -$96,1422013Revenue 2014: $75,558Expenses 2014: $139,013Net Income 2014: -$63,4552014Revenue 2015: $77,249Expenses 2015: $139,879Net Income 2015: -$62,6302015Revenue 2016: $38,177Expenses 2016: $139,342Net Income 2016: -$101,1652016Revenue 2017: $116,183Expenses 2017: $137,358Net Income 2017: -$21,1752017Revenue 2018: $80,872Expenses 2018: $142,270Net Income 2018: -$61,3982018Revenue 2019: $65,859Expenses 2019: $175,704Net Income 2019: -$109,8452019Revenue 2020: $18,279Expenses 2020: $19,537Net Income 2020: -$1,2582020Revenue 2021: $17,744Expenses 2021: $94,976Net Income 2021: -$77,2322021Revenue 2022: $39,517Expenses 2022: $100,619Net Income 2022: -$61,1022022Revenue 2023: $59,738Expenses 2023: $100,595Net Income 2023: -$40,8572023Revenue 2024: $66,855Expenses 2024: $103,252Net Income 2024: -$36,3972024

Highlighted filing

2013

Revenue$43,473
Expenses$139,615
Net Income-$96,142
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 29, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ricka E NeumanTrustee-$0--
Filing and Contact Details

Filer

EIN
27-0779325
Phone
4106596200

Signing Officer

Name
Ricka E Neuman
Title
Trustee
Signed
2014-04-29
Discuss with paid preparer
Yes

Preparer

Preparer
Caroline A Brocato
Phone
4106596200
Raw XML Appendix349 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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CashDistributionExplnStmt/ExplanationTxt0See Federal Supplemental Information
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt02012 Form 990-PFPart XII, Line 3B, Amounts Set Aside - Cash Distribution TestThe following information is provided in accordance with Treasury Regulation 53.4942(a)-3(b)(7)(ii):a) The Charles A. and Lois H. Miller (the "Foundation") is setting aside funds to develop an endowment fund from which grants will be made to publicly supported charities in furtherance of their long-term supervised charitable projects.b) The amounts set aside for the projects described above will actually be paid within a period of time that ends not more than 60 months after the date of the set-aside.c) The projects described above were completed before the end of the taxable year of the Foundation in which the set-aside is made.d) The distributable amount determined under 4942(d) for the past taxable years in the Foundation's start-up and full payment periods:Year of creation: 2009 Distributable Startup PeriodStart-up Period Amount Percentage Minimum Distribution2009 $ 39,607 00% $ 0 2010 $ 85,880 20% $ 17,1762011 $ 93,178 40% $ 37,2712012 $ 89,450 60% $ 53,6702013 $ 93,912 80% $ 75,130 Total $ 402,027 $ 183,247e) Aggregate distributions for charitable purposes during the Foundation's start-up and full payment periods: Distributions of Start-up Period Cash or Equivalents2009 $ 02010 $ 131,384 2011 $ 136,8252012 $ 126,2252013 $ 124,702Total $ 519,136
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10575 South Charles St Suite 402
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0Baltimore
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0MD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode0212012428
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MD
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10Ricka E Neuman
IRS990PF/StatementsRegardingActyGrp/PhoneNum04106596200
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt041005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt120456
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt229246
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt333995
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Endowed Chair
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Endowment Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Endowment Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Endowed Chair
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Johns Hopkins University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Gilchrist Hospice Care
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Gilchrist Hospice Care
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Johns Hopkins University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine101101 E 33rd Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1111311 McCormick Rd Ste 350
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1211311 McCormick Rd Ste 350
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine131101 E 33rd Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0Baltimore
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1Hunt Valley
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2Hunt Valley
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3Baltimore
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode021218
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode121031
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode221031
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode321218
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0124702
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt093649
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt093649
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt036775
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt043647
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05897
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0130527
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt044208
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt036775
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt043647
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05897
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0137857
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt044208
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0130527
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt086319
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Miscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02
OtherIncreasesSchedule/OtherIncreasesDetail/Amount030707
OtherIncreasesSchedule/OtherIncreasesDetail/Description0FMV adjustment of stock contributions
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01875
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Forward Miller, LLC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01875
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt01400
TaxesSchedule/TaxesDetail/Amt1356
TaxesSchedule/TaxesDetail/CategoryTxt0Federal taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0356
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ricka E Neuman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine10Charles A and Lois H Miller Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0270779325
ReturnHeader/Filer/PhoneNum04106596200
ReturnHeader/Filer/USAddress/AddressLine10575 S Charles Street
ReturnHeader/Filer/USAddress/City0Baltimore
ReturnHeader/Filer/USAddress/State0MD
ReturnHeader/Filer/USAddress/ZIPCode021201
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10NEUMAN & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10575 S CHARLES ST STE 402
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BALTIMORE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0212012484
ReturnHeader/PreparerPersonGrp/PhoneNum04106596200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Caroline A Brocato
ReturnHeader/ReturnTs02014-04-29T14:21:33-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,455,933
Liabilities
$0
Net assets
$1,455,933
Revenue
$43,473
Expenses
$139,615
Net income
-$96,142
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$0.07$0.10$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.00$1.29$0.06$0.10$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.00$1.26$0.04$0.10$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.00$1.30$0.02$0.09$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.00$1.32$0.02$0.02$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.07$0.18$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.08$0.14$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.00$1.37$0.12$0.14$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.00$1.38$0.04$0.14$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.08$0.14$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.08$0.14$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.04$0.14$0.10
2012Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.13
2011Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.14
2010Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.13