Civic Intelligence

Milton Henry Foundation

990 • Fiscal year 2022 • EIN 33-0885327

Dec 01, 2021 to Nov 30, 2022 • Filed on Jul 23, 2024

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

88th percentile

0.57x

Higher debt load relative to assets than 88% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

100th percentile

24.99x

Higher debt load relative to revenue than 100% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

87th percentile

53%

Faster asset growth than 87% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

88th percentile

100%

Faster revenue growth than 88% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$720,405

Up $250,464 (+53%) from 2021

Net Assets

Up

$308,997

Up $16,464 (+5.6%) from 2021

Liabilities

Up

$411,408

Up $234,000 (+132%) from 2021

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin99th percentile

Revenue

Up

$16,464

Up $8,218 (+100%) from 2021

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$16,464

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth87th 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

2022

Assets$720,405
Liabilities$411,408
Net Assets$308,997
Open 2022 Filing

Operations Trend

Revenue Growth88th 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

2022

Revenue$16,464
Expenses$0
Net Income$16,464
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2021 to Nov 30, 2022
Signed
Jul 23, 2024
Return Version
2021v4.1
Gross Receipts
$173,742
Mission and Program Overview

Mission

To help support organizations that help the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$432,619$709,065▲ $276,446
Loans From Officers Directors$177,408$411,408▲ $234,000
Cash and Non-Interest-Bearing Accounts$35,350$9,368▼ $25,982
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$469,941$720,405▲ $250,464
Other Assets Total$1,972$1,972→ $0
Liabilities
Total Liabilities$177,408$411,408▲ $234,000
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$292,533$308,997▲ $16,464
Total Net Assets Fund Balance$292,533$308,997▲ $16,464
Total Liabilities and Net Assets / Fund Balance$469,941$720,405▲ $250,464
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Edward FitzgeraldPresident
Edward FitzgeraldCFO
Duglas WrightSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$16,464
Other Revenue
$0
Change in Net Assets
$16,464
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$177,408$411,408▲ $234,000
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
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, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

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
2024-07-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Edward Fitzgerald
Voting Board Members
3
Independent Board Members
0
Employees
0

Preparer

Firm
Duglas Wright & Co Inc
Address
18010 SKY PARK CIR STE 150, IRVINE, CA 92614
Preparer
Duglas E Wright
Phone
9492961100
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ReturnHeader/TaxPeriodBeginDt02021-12-01
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$720,405
Liabilities
$411,408
Net assets
$308,997
Revenue
$16,464
Expenses
$0
Net income
$16,464
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