Civic Intelligence

James W Miller Memorial Fund

990 • Fiscal year 2022 • EIN 27-3346632

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 20, 2023

3975 Erie AveCincinnati, OH 45208

(513) 607-7434

Siviq Scores

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

Liabilities / Assets

30th percentile

0.01x

Higher debt load relative to assets than 30% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

24th percentile

0.01x

Higher debt load relative to revenue than 24% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

60th percentile

13%

Higher net margin than 60% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

63rd percentile

$86,979

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 7.5% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

77th percentile

20%

Faster asset growth than 77% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

63rd percentile

16%

Faster revenue growth than 63% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Up

$941,347

Up $160,127 (+20%) from 2021

Net Assets

Up

$932,750

Up $151,530 (+19%) from 2021

Liabilities

Up

$8,597

Up $8,597 from 2021

Revenue

Up

$1,158,421

Up $162,048 (+16%) from 2021

Expenses

Up

$1,011,874

Up $256,401 (+34%) from 2021

Net Income

Down

$146,547

Down $94,353 (-39%) from 2021

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2014: $19,444Liabilities 2014: $0Net Assets 2014: $19,4442014Assets 2015: $10,198Liabilities 2015: $0Net Assets 2015: $10,1982015Assets 2016: $77,248Liabilities 2016: $0Net Assets 2016: $77,2482016Assets 2017: $133,387Liabilities 2017: $0Net Assets 2017: $133,3872017Assets 2018: $171,733Liabilities 2018: $0Net Assets 2018: $171,7332018Assets 2020: $606,376Liabilities 2020: $63,500Net Assets 2020: $542,8762020Assets 2021: $781,220Liabilities 2021: $0Net Assets 2021: $781,2202021Assets 2022: $941,347Liabilities 2022: $8,597Net Assets 2022: $932,7502022Assets 2024: $1,483,591Liabilities 2024: $23,265Net Assets 2024: $1,460,3262024

Highlighted filing

2022

Assets$941,347
Liabilities$8,597
Net Assets$932,750

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2014: $153,979Expenses 2014: $139,698Net Income 2014: $14,2812014Revenue 2015: $121,345Expenses 2015: $130,591Net Income 2015: -$9,2462015Revenue 2016: $243,201Expenses 2016: $176,151Net Income 2016: $67,0502016Revenue 2017: $408,033Expenses 2017: $350,894Net Income 2017: $57,1392017Revenue 2018: $583,343Expenses 2018: $545,118Net Income 2018: $38,2252018Revenue 2020: $911,029Expenses 2020: $648,906Net Income 2020: $262,1232020Revenue 2021: $996,373Expenses 2021: $755,473Net Income 2021: $240,9002021Revenue 2022: $1,158,421Expenses 2022: $1,011,874Net Income 2022: $146,5472022Revenue 2024: $1,618,894Expenses 2024: $1,542,768Net Income 2024: $76,1262024

Highlighted filing

2022

Revenue$1,158,421
Expenses$1,011,874
Net Income$146,547
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 20, 2023
Return Version
2022v5.0
Gross Receipts
$1,188,410
Mission and Program Overview

Mission

Promote optimal mental health for youth in greater cincinnati through education and stigma reduction, community engagement, policy and advocacy, and measurement and data work.

Promote optimal mental health for youth in greater cincinnati.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$748,544$770,734▲ $22,190
Cash and Non-Interest-Bearing Accounts$22,985$168,155▲ $145,170
Land, Buildings, and Equipment, Net$1,143$2,408▲ $1,265
Accounts Receivable$8,548$50▼ $8,498
Total Assets$781,220$941,347▲ $160,127
Liabilities
Accounts Payable and Accrued Expenses-$8,597-
Total Liabilities$0$8,597▲ $8,597
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$781,220$932,750▲ $151,530
Total Net Assets Fund Balance$781,220$932,750▲ $151,530
Total Liabilities and Net Assets / Fund Balance$781,220$941,347▲ $160,127

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,408-$2,408

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$748,544$10,951▲ $11,239-$770,734
2021-$748,544--$748,544
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Nancy Eigel-millerPresidentFT$86,979$86,979

Board Members and Trustees

NameTitle
James W MillerVice President
Anne KellyDirector
Dr Ann SalukeDirector
Ginger IttenbachDirector
Kirk KoenneckeDirector
Mukesh RamDirector
Tara ScarboroughDirector
Tricia BuchertDirector
Jacob PurcellSecretary
Chris MeiningerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,152,633
Program Service Revenue
$0
Investment Income
$6,256
Other Revenue
$-468
All Other Contributions
$998,479
Change in Net Assets
$146,547
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$532,763
Other Expenses$274,835
Grants and Similar Amounts Paid$204,276
Total Fundraising Expense$55,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$288,983$51,212$25,606$365,801
Grants to Domestic Orgs$204,276--$204,276
Occupancy$72,133$12,783$6,392$91,308
Current Officers, Directors, Trustees, and Key Employees$68,713$12,177$6,089$86,979
Payroll Taxes$53,926$9,557$4,778$68,261
Advertising$39,472$6,995$3,498$49,965
Fees for Services Other$37,095$6,574$3,287$46,956
Office Expenses$14,847$2,631$1,316$18,794
Information Technology$10,579$1,875$937$13,391
Other Employee Benefits$9,260$1,641$821$11,722
Conferences and Meetings$3,176$563$281$4,020
Insurance$2,175$385$193$2,753
Travel$1,525$270$135$1,930
Fees for Services Accounting$1,264$224$112$1,600
Other Expenses$498$88$44$630
All Other Expenses$193$34$17$244
Total Functional Expenses$846,877$109,997$55,000$1,011,874
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mariemont School FoundationCincinnati, OH501(c)(3)Mental Health Education$13,492
Forest Hill School DistrictCincinnati, OH501(c)(3)Mental Health Education$7,185
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$28,084
Fundraising Gross Income$26,204
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Warrior Run$161,733$26,204$14,443$11,761
Total Events$161,733$26,204$28,084$-1,880
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Nancy eigel-miller and james miller, board members and officers, have a personal relationship.

Form 990, Part VI, Section B, Line 11B

The executive director reviews the 990 before signing the return.

Form 990, Part VI, Section B, Line 12C

The board regularly monitors conflicts of interest and discusses at board meetings.

Form 990, Part VI, Section B, Line 15A

The organization's board reviews the compensation of the executive director and determines that compensation is fair and reasonable.

Form 990, Part VI, Section C, Line 19

These documents are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
1n5
EIN
27-3346632
Phone
5136077434
Address
3975 ERIE AVE, CINCINNATI, OH 45208

Signing Officer

Name
Nancy Eigel-miller
Title
President
Phone
5136077434
Signed
2023-03-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Eigel-miller
Formed
2010
Legal Domicile
Oh
Voting Board Members
11
Independent Board Members
10
Employees
14
Volunteers
350

Preparer

Firm
Blue & Co LLC
Address
12800 N MERIDIAN ST STE 400, CARMEL, IN 46032
Preparer
Angela N Crawford CPA
Phone
3178488920
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

1n5 will maintain cash reserves, defined as board restricted cash, in an amount that is (i) considered to be within industry standards, (ii) is reflective of the risks the organization identifies as material and potentially impactful to the organization's operations, and (iii) allows the organization to continue providing services in the event its revenue sources are temporarily interrupted and will allow management to avoid unplanned cost-reduction measures.

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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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IRS990/Desc01N5 IS FOCUSED ON SPREADING AWARENESS AND EDUCATION SURROUNDING MENTAL HEALTH ISSUES BY BRINGING MENTAL HEALTH, RESILIENCY, AND SUICIDE PREVENTION EDUCATIONAL PROGRAMMING TO GREATER CINCINNATI SCHOOLS. TOGETHER, WE CAN PREVENT YOUTH SUICIDES.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
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IRS990/OtherExpensesGrp/Desc3DUES & SUB.
IRS990/OtherExpensesGrp/FundraisingAmt0991
IRS990/OtherExpensesGrp/FundraisingAmt1503
IRS990/OtherExpensesGrp/FundraisingAmt244
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01982
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11006
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt288
IRS990/OtherExpensesGrp/ProgramServicesAmt021904
IRS990/OtherExpensesGrp/ProgramServicesAmt111183
IRS990/OtherExpensesGrp/ProgramServicesAmt25675
IRS990/OtherExpensesGrp/ProgramServicesAmt3498
IRS990/OtherExpensesGrp/TotalAmt021904
IRS990/OtherExpensesGrp/TotalAmt114156
IRS990/OtherExpensesGrp/TotalAmt27184
IRS990/OtherExpensesGrp/TotalAmt3630
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01288
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01288
IRS990/OtherRevenueTotalAmt01288
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt025606
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt051212
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0288983
IRS990/OtherSalariesAndWagesGrp/TotalAmt0365801
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04778
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09557
IRS990/PayrollTaxesGrp/ProgramServicesAmt053926
IRS990/PayrollTaxesGrp/TotalAmt068261
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0NANCY EIGEL-MILLER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0972499
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0252433
IRS990/PYInvestmentIncomeAmt09
IRS990/PYOtherExpensesAmt0150321
IRS990/PYOtherRevenueAmt023865
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0240900
IRS990/PYSalariesCompEmpBnftPaidAmt0352719
IRS990/PYTotalExpensesAmt0755473
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0996373
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0146547
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01288
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0748544
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0770734
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01152633
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0972499
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0885657
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0721117
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0554295
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04286201
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06256
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt09
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01157
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04318
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01933
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt013673
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt02029
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt01288
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt024620
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt024215
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt037946
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt027115
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0115184
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.94770
IRS990ScheduleA/PublicSupportPY170Pct00.91220
IRS990ScheduleA/PublicSupportTotal170Amt04184007
IRS990ScheduleA/SubstantialContributorsTotAmt0102194
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01152633
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0972499
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0885657
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0721117
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0554295
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04286201
IRS990ScheduleA/TotalSupportAmt04415058
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0748544
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt010951
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0770734
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt011239
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0748544
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0748544
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt02408
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02408
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt01N5 WILL MAINTAIN CASH RESERVES, DEFINED AS BOARD RESTRICTED CASH, IN AN AMOUNT THAT IS (I) CONSIDERED TO BE WITHIN INDUSTRY STANDARDS, (II) IS REFLECTIVE OF THE RISKS THE ORGANIZATION IDENTIFIES AS MATERIAL AND POTENTIALLY IMPACTFUL TO THE ORGANIZATION'S OPERATIONS, AND (III) ALLOWS THE ORGANIZATION TO CONTINUE PROVIDING SERVICES IN THE EVENT ITS REVENUE SOURCES ARE TEMPORARILY INTERRUPTED AND WILL ALLOW MANAGEMENT TO AVOID UNPLANNED COST-REDUCTION MEASURES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02408
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0135529
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0135529
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt028084
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WARRIOR RUN
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01597
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01597
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0161733
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0161733
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt026204
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt026204
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-1880
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014443
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014443
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt012044
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt012044
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0OH
IRS990ScheduleG/LicensedStatesCd1IN
IRS990ScheduleG/LicensedStatesCd2KY
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SolicitationOfGovtGrantsInd0X
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X

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