Civic Intelligence

Milton Henry Foundation

990 • Fiscal year 2024 • EIN 33-0885327

Dec 01, 2023 to Nov 30, 2024 • Filed on Mar 05, 2026

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

89th percentile

0.58x

Higher debt load relative to assets than 89% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

100th percentile

20.85x

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

44th percentile

2.0%

Faster asset growth than 44% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

254%

Faster revenue growth than 96% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$792,806

Up $15,319 (+2.0%) from 2023

Net Assets

Up

$329,306

Up $17,227 (+5.5%) from 2023

Liabilities

Down

$463,500

Down $1,908 (-0.4%) from 2023

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin99th percentile

Revenue

Up

$22,230

Up $15,948 (+254%) from 2023

Expenses

Down

$3

Down $3,197 (-100%) from 2023

Net Income

Up

$22,227

Up $19,145 (+621%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2024

Assets$792,806
Liabilities$463,500
Net Assets$329,306
Open 2024 Filing

Operations Trend

Revenue Growth96th 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

2024

Revenue$22,230
Expenses$3
Net Income$22,227
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Mar 5, 2026
Return Version
2023v6.0
Gross Receipts
$129,031
Mission and Program Overview

Mission

To help support organizations that help the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$773,969$789,834▲ $15,865
Loans From Officers Directors$465,408$463,500▼ $1,908
Cash and Non-Interest-Bearing Accounts$1,546$1,000▼ $546
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$777,487$792,806▲ $15,319
Other Assets Total$1,972$1,972→ $0
Liabilities
Total Liabilities$465,408$463,500▼ $1,908
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$312,079$329,306▲ $17,227
Total Net Assets Fund Balance$312,079$329,306▲ $17,227
Total Liabilities and Net Assets / Fund Balance$777,487$792,806▲ $15,319
Compensation and Service Providers
Top Officer Pay55th 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
$22,230
Other Revenue
$0
Change in Net Assets
$22,227
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other-$3-$3
Total Functional Expenses$0$3$0$3
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$465,408$463,500▼ $1,908
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, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“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
2026-03-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Edward Fitzgerald
Legal Domicile
CA
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
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“IRS Penalty Fees for 2022 Tax Year Late Filing = -$5000”

Raw XML Appendix321 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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ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02024-11-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$792,806
Liabilities
$463,500
Net assets
$329,306
Revenue
$22,230
Expenses
$3
Net income
$22,227
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