Civic Intelligence

Walter M Milford Charitable Foundation

990PF • Fiscal year 2021 • EIN 33-0939794

Jun 01, 2020 to May 31, 2021 • Filed on Aug 02, 2021

Organization Profile
6815 Biscayne Blvd Suite 103-209Miami, FL 33138

(786) 325-1666

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

2nd percentile

-1711%

Higher net margin than 2% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

33rd percentile

-3.6%

Faster asset growth than 33% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

8th percentile

-78%

Faster revenue growth than 8% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$489,643

Down $18,342 (-3.6%) from 2020

Net Assets

Down

$489,643

Down $18,342 (-3.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin2nd percentile

Revenue

Down

$1,071

Down $3,690 (-78%) from 2020

Expenses

Down

$19,396

Down $35,625 (-65%) from 2020

Net Income

Up

-$18,325

Up $31,935 (+64%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$800K$600K$400K$200K$0Assets 2018: $620,017Liabilities 2018: $0Net Assets 2018: $620,0172018Assets 2019: $558,283Liabilities 2019: $0Net Assets 2019: $558,2832019Assets 2020: $507,985Liabilities 2020: $0Net Assets 2020: $507,9852020Assets 2021: $489,643Liabilities 2021: $0Net Assets 2021: $489,6432021Assets 2022: $468,686Liabilities 2022: $0Net Assets 2022: $468,6862022Assets 2023: $440,205Liabilities 2023: $0Net Assets 2023: $440,2052023Assets 2024: $424,499Liabilities 2024: $0Net Assets 2024: $424,4992024

Highlighted filing

2021

Assets$489,643
Liabilities$0
Net Assets$489,643
Open 2021 Filing

Operations Trend

Revenue Growth8th percentile

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

$100K$50K$0-$50K-$100KRevenue 2018: $6,833Expenses 2018: $21,482Net Income 2018: -$14,6492018Revenue 2019: -$23,360Expenses 2019: $38,270Net Income 2019: -$61,6302019Revenue 2020: $4,761Expenses 2020: $55,021Net Income 2020: -$50,2602020Revenue 2021: $1,071Expenses 2021: $19,396Net Income 2021: -$18,3252021Revenue 2022: $5,258Expenses 2022: $26,215Net Income 2022: -$20,9572022Revenue 2023: $12,210Expenses 2023: $40,691Net Income 2023: -$28,4812023Revenue 2024: $13,224Expenses 2024: $28,930Net Income 2024: -$15,7062024

Highlighted filing

2021

Revenue$1,071
Expenses$19,396
Net Income-$18,325
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Aug 2, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN HAIPresident-$0--
GREGORY LANEOfficer-$0--
TAMRA FAGODirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF MIAMIGENERAL SUPPORT-CORAL GABLES, FL, US$12,500
Paid GrantLIFE ADVANCE NETWORKGENERAL SUPPORT-ENCINITAS, CA, US$2,500
Paid GrantENCINITAS EDUCATION FOUNDATIONGENERAL SUPPORT-ENCINITAS, CA, US$100
Filing and Contact Details

Filer

Filer Name
Walter M Milford Charitable Foundation
EIN
33-0939794
Phone
7863251666
Address
6815 BISCAYNE BLVD SUITE 103-209, MIAMI, FL 33138

Signing Officer

Name
Anthony Hai
Title
Officer
Phone
7863251666
Signed
2021-08-02
Discuss with paid preparer
Yes

Preparer

Firm
Rpr Consulting Aac
Address
3372 CALLE MARGARITA, ENCINITAS, CA 92024
Preparer
Robert P Regnery
Phone
8587683300
Raw XML Appendix314 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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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt017253
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023834
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt06581
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt025058
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt016420
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt06581
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt034897
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt025058
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09839
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt017253
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt034897
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt041478
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAXES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11300
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt218
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11300
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt218
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12600
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt236
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANTHONY HAI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07863251666
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALTER M MILFORD CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0330939794
ReturnHeader/Filer/PhoneNum07863251666
ReturnHeader/Filer/USAddress/AddressLine1Txt06815 BISCAYNE BLVD SUITE 103-209
ReturnHeader/Filer/USAddress/CityNm0MIAMI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033138
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330835832
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RPR CONSULTING AAC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03372 CALLE MARGARITA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ENCINITAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092024
ReturnHeader/PreparerPersonGrp/PhoneNum08587683300
ReturnHeader/PreparerPersonGrp/PreparationDt02021-07-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT P REGNERY
ReturnHeader/ReturnTs02021-08-13T10:20:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANTHONY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HAI
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$489,643
Liabilities
$0
Net assets
$489,643
Revenue
$1,071
Expenses
$19,396
Net income
-$18,325
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.24$0.00$4.24$0.13$0.29$0.16
2023Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.12$0.41$0.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.69$0.00$4.69$0.05$0.26$0.21
2021Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$0.01$0.19$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.08$0.00$5.08$0.05$0.55$0.50
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.58$0.00$5.58$0.23$0.38$0.62
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.20$0.00$6.20$0.07$0.21$0.15
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • <$500k nonprofits