Civic Intelligence

Milton Henry Foundation

990EZ • Fiscal year 2020 • EIN 33-0885327

Dec 01, 2019 to Nov 30, 2020 • Filed on Sep 30, 2021

Organization ProfileN/A
965 Del MarLaguna Beach, CA 92651

(714) 547-6710

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

50th percentile

3.5%

Faster asset growth than 50% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

59th percentile

-4.6%

Faster revenue growth than 59% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$284,287

Up $9,731 (+3.5%) from 2019

Net Assets

Up

$284,287

Up $9,731 (+3.5%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$9,731

Down $474 (-4.6%) from 2019

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$1.0M$500K$0Assets 2012: $351,220Net Assets 2012: $351,2202012Assets 2019: $274,556Net Assets 2019: $274,5562019Assets 2020: $284,287Net Assets 2020: $284,2872020Assets 2021: $469,941Liabilities 2021: $177,408Net Assets 2021: $292,5332021Assets 2022: $720,405Liabilities 2022: $411,408Net Assets 2022: $308,9972022Assets 2023: $777,487Liabilities 2023: $465,408Net Assets 2023: $312,0792023Assets 2024: $792,806Liabilities 2024: $463,500Net Assets 2024: $329,3062024Assets 2025: $824,164Liabilities 2025: $463,500Net Assets 2025: $360,6642025

Highlighted filing

2020

Assets$284,287
Liabilities-
Net Assets$284,287
Open 2020 Filing

Operations Trend

Revenue Growth59th percentile

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

$60K$40K$20K$0Revenue 2012: $2,1382012Revenue 2019: $10,2052019Revenue 2020: $9,7312020Revenue 2021: $8,2462021Revenue 2022: $16,464Expenses 2022: $0Net Income 2022: $16,4642022Revenue 2023: $6,282Expenses 2023: $3,200Net Income 2023: $3,0822023Revenue 2024: $22,230Expenses 2024: $3Net Income 2024: $22,2272024Revenue 2025: $41,656Expenses 2025: $10,298Net Income 2025: $31,3582025

Highlighted filing

2020

Revenue$9,731
Expenses-
Net Income-
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
Sep 30, 2021
Return Version
2019v5.0
Gross Receipts
$51,656
Mission and Program Overview

Mission

To help support organizations that help the community.

Program Services

DescriptionGrantsExpenses
To help support organizations that help the community.--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWARD FITZGERALDPresident-$0--
DUGLAS WRIGHTSecretary-$0--
EDWARD FITZGERALDCFO-$0--
Filing and Contact Details

Filer

Filer Name
Milton Henry Foundation
EIN
33-0885327
Address
965 DEL MAR, LAGUNA BEACH, CA 92651

Signing Officer

Name
Edward Fitzgerald
Title
President
Signed
2021-09-30
Discuss with paid preparer
Yes

Preparer

Firm
Duglas Wright & Co Inc
Address
18010 SKY PARK CIR STE 150, IRVINE, CA 92614
Preparer
Duglas E Wright
Phone
9492961100
Supplemental Narrative

Additional Explanations

Other Assets.1007

“Receivables-Officers, Directors, Etc. - Beginning $237699 Receivables-Officers, Directors, Etc. - Ending $55114”

Raw XML Appendix130 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Laguna Beach
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092651
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt036857
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IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt041925
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0EDWARD FITZGERALD
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CFO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0237699
IRS990EZ/OtherAssetsTotalDetail/EOYAmt055114
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To help support organizations that help the community.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To help support organizations that help the community.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt043371
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalRevenueAmt09731
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0246000376
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Penn St
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Receivables-Officers, Directors, Etc. - Beginning $237699 Receivables-Officers, Directors, Etc. - Ending $55114
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Assets.1007
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD FITZGERALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILTON HENRY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MILT
ReturnHeader/Filer/EIN0330885327
ReturnHeader/Filer/USAddress/AddressLine1Txt0965 DEL MAR
ReturnHeader/Filer/USAddress/CityNm0LAGUNA BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092651
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330670957
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Duglas Wright & Co Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018010 SKY PARK CIR STE 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092614
ReturnHeader/PreparerPersonGrp/PhoneNum09492961100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Duglas E Wright
ReturnHeader/ReturnTs02021-09-30T14:26:11-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-12-01
ReturnHeader/TaxPeriodEndDt02020-11-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$284,287
Liabilities
-
Net assets
$284,287
Revenue
$9,731
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.24$4.64$3.61$0.42$0.10$0.31
2024Detailed filing. Detailed filing data is available for this year.$7.93$4.64$3.29$0.22$0.00$0.22
2023Detailed filing. Detailed filing data is available for this year.$7.77$4.65$3.12$0.06$0.03$0.03
2022Detailed filing. Detailed filing data is available for this year.$7.20$4.11$3.09$0.16$0.00$0.16
2021Detailed filing. Detailed filing data is available for this year.$4.70$1.77$2.93$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.84$2.84$0.10
2019Detailed filing. Detailed filing data is available for this year.$2.75$2.75$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.51$3.51$0.02