Civic Intelligence

Milton-Union Alumni Association Inc.

990 • Fiscal year 2014 • EIN 31-1392548

Feb 01, 2013 to Jan 31, 2014 • Filed on Dec 11, 2014

PO Box 38345383

(937) 339-5000

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

95th percentile

64%

Higher net margin than 95% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

76th percentile

28%

Faster asset growth than 76% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Assets

Up

$465,106

Up $101,261 (+28%) from 2013

Net Assets

Up

$465,106

Up $101,261 (+28%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

$158,905

No earlier filing loaded for comparison.

Expenses

Down

$57,644

Down $8,145 (-12%) from 2013

Net Income

$101,261

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2013: $363,845Liabilities 2013: $0Net Assets 2013: $363,8452013Assets 2014: $465,106Liabilities 2014: $0Net Assets 2014: $465,1062014Assets 2016: $434,396Liabilities 2016: $0Net Assets 2016: $434,3962016Assets 2017: $489,141Liabilities 2017: $0Net Assets 2017: $489,1412017Assets 2019: $445,417Liabilities 2019: $0Net Assets 2019: $445,4172019Assets 2020: $456,573Liabilities 2020: $0Net Assets 2020: $456,5732020Assets 2022: $380,107Liabilities 2022: $0Net Assets 2022: $380,1072022Assets 2025: $366,276Liabilities 2025: $0Net Assets 2025: $366,2762025

Highlighted filing

2014

Assets$465,106
Liabilities$0
Net Assets$465,106

Operations Trend

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

$200K$100K$0-$100KExpenses 2013: $65,7892013Revenue 2014: $158,905Expenses 2014: $57,644Net Income 2014: $101,2612014Revenue 2016: $29,427Expenses 2016: $68,594Net Income 2016: -$39,1672016Revenue 2017: $124,579Expenses 2017: $69,834Net Income 2017: $54,7452017Revenue 2019: $38,007Expenses 2019: $60,369Net Income 2019: -$22,3622019Revenue 2020: $61,708Expenses 2020: $50,552Net Income 2020: $11,1562020Revenue 2022: -$8,506Expenses 2022: $45,042Net Income 2022: -$53,5482022Revenue 2025: $78,606Expenses 2025: $55,606Net Income 2025: $23,0002025

Highlighted filing

2014

Revenue$158,905
Expenses$57,644
Net Income$101,261
Jump To
Filing Snapshot
Filing Period
Feb 1, 2013 to Jan 31, 2014
Signed
Dec 11, 2014
Return Version
2013v3.1
Gross Receipts
$336,473
Mission and Program Overview

Mission

Provide scholarship awards to graduating seniors of milton union schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$309,136$423,728▲ $114,592
Cash and Non-Interest-Bearing Accounts$54,709$41,378▼ $13,331
Total Assets$363,845$465,106▲ $101,261
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$363,845$465,106▲ $101,261
Total Net Assets Fund Balance$363,845$465,106▲ $101,261
Total Liabilities and Net Assets / Fund Balance$363,845$465,106▲ $101,261
Compensation and Service Providers

Board Members and Trustees

NameTitle
Yvonne KockerspergerAssistant Se
Nadine ThompsonSecretary
David WionTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$153,284
Program Service Revenue
$0
Investment Income
$23,163
Other Revenue
$-17,542
All Other Contributions
$153,284
Change in Net Assets
$101,261
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$40,000
Other Expenses$17,644
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$40,000--$40,000
Other Expenses$5,000--$5,000
Office Expenses$4,413--$4,413
Fees for Services Accounting$500--$500
Total Functional Expenses$57,644$0$0$57,644
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$10,672
Fundraising Gross Income$8,896
Professional Fundraising Fees$0
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
Backup withholding compliance
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
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, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

EIN
31-1392548

Signing Officer

Name
David Wion
Title
Officer
Signed
2014-12-11

Organization Details

Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Preparer
Sam B Brown
Phone
9373399630
Raw XML Appendix257 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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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/FundraisingDirectExpensesAmt010672
IRS990/FundraisingGrossIncomeAmt08896
IRS990/GainOrLossGrp/SecuritiesAmt017224
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt040000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt040000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt040000
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0184120
IRS990/GrossReceiptsAmt0336473
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
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IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt05939
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05939
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0166896
IRS990/LoanOutstandingInd0false
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IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
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IRS990/MethodOfAccountingCashInd0X
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-1776
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ProgramServicesAmt04413
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0INVESTMENT FEES
IRS990/OtherExpensesGrp/Desc1SUPPORT
IRS990/OtherExpensesGrp/ProgramServicesAmt07731
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IRS990/PYContributionsGrantsAmt030707
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IRS990/PYRevenuesLessExpensesAmt0-16412
IRS990/PYTotalExpensesAmt065789
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IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0309136
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0423728
IRS990ScheduleA/CertificationInd0X
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10MILTON-UNION SCHOOLS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine20MILTON UNION SCHOOLS
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID WION
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-12-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10MILTON-UNION ALUMNI ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0MILT
ReturnHeader/Filer/EIN0311392548
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 383
ReturnHeader/Filer/USAddress/City0WEST MILTON
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode045383
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311172644
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10LIGHTNER & STICKEL CPA'S INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 739
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0TROY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode045373
ReturnHeader/PreparerPersonGrp/PhoneNum09373399630
ReturnHeader/PreparerPersonGrp/PreparationDt02014-12-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAM B BROWN
ReturnHeader/ReturnTs02014-12-12T12:46:50-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-02-01
ReturnHeader/TaxPeriodEndDt02014-01-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings