Civic Intelligence

Milton Henry Foundation

990EZ • Fiscal year 2021 • EIN 33-0885327

Dec 01, 2020 to Nov 30, 2021 • Filed on Mar 07, 2022

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

87th percentile

0.38x

Higher debt load relative to assets than 87% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

99th percentile

21.51x

Higher debt load relative to revenue than 99% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

84th percentile

65%

Faster asset growth than 84% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

34th percentile

-15%

Faster revenue growth than 34% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$469,941

Up $185,654 (+65%) from 2020

Net Assets

Up

$292,533

Up $8,246 (+2.9%) from 2020

Liabilities

$177,408

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue99th percentileNet MarginScore unavailable

Revenue

Down

$8,246

Down $1,485 (-15%) from 2020

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2021

Assets$469,941
Liabilities$177,408
Net Assets$292,533
Open 2021 Filing

Operations Trend

Revenue Growth34th 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

2021

Revenue$8,246
Expenses-
Net Income-
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2020 to Nov 30, 2021
Signed
Mar 7, 2022
Return Version
2020v4.0
Gross Receipts
$41,115
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 Pay77th 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
2022-03-07
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 $55114 Receivables-Officers, Directors, Etc. - Ending $0”

Total Liabilities.1006

“Payable to Officers, Directors, Etc. - Beginning $0 Payable to Officers, Directors, Etc. - Ending $177408”

Raw XML Appendix138 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/BOYAmt0229173
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CFO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt055114
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/SaleOfAssetsGrossAmt035710
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0177408
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalRevenueAmt08246
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
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
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 $55114 Receivables-Officers, Directors, Etc. - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Payable to Officers, Directors, Etc. - Beginning $0 Payable to Officers, Directors, Etc. - Ending $177408
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Assets.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Total Liabilities.1006
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD FITZGERALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-07
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
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092614
ReturnHeader/PreparerPersonGrp/PhoneNum09492961100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Duglas E Wright
ReturnHeader/ReturnTs02022-03-07T17:33:01-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0EDWARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FITZGERALD
ReturnHeader/TaxPeriodBeginDt02020-12-01
ReturnHeader/TaxPeriodEndDt02021-11-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$469,941
Liabilities
$177,408
Net assets
$292,533
Revenue
$8,246
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