Civic Intelligence

Milo Milligan Memorial Trust 1015010005

990PF • Fiscal year 2017 • EIN 35-6508453

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

Organization Profile
PO Box 1009Portland, IN 47371

(260) 726-9301

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

92nd percentile

50%

Higher net margin than 92% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

78th percentile

$1,586

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 27.3% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

54th percentile

3.0%

Faster asset growth than 54% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

87th percentile

58%

Faster revenue growth than 87% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$99,334

Up $2,923 (+3.0%) from 2016

Net Assets

Up

$99,334

Up $2,923 (+3.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin92nd percentile

Revenue

Up

$5,815

Up $2,126 (+58%) from 2016

Expenses

Up

$2,892

Up $105 (+3.8%) from 2016

Net Income

Up

$2,923

Up $2,021 (+224%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$150K$100K$50K$0Assets 2010: $90,148Liabilities 2010: $0Net Assets 2010: $90,1482010Assets 2011: $87,104Liabilities 2011: $0Net Assets 2011: $87,1042011Assets 2012: $86,783Liabilities 2012: $0Net Assets 2012: $86,7832012Assets 2013: $87,424Liabilities 2013: $0Net Assets 2013: $87,4242013Assets 2014: $90,860Liabilities 2014: $0Net Assets 2014: $90,8602014Assets 2015: $95,509Liabilities 2015: $0Net Assets 2015: $95,5092015Assets 2016: $96,411Liabilities 2016: $0Net Assets 2016: $96,4112016Assets 2017: $99,334Liabilities 2017: $0Net Assets 2017: $99,3342017Assets 2018: $101,293Liabilities 2018: $0Net Assets 2018: $101,2932018Assets 2019: $106,245Liabilities 2019: $0Net Assets 2019: $106,2452019Assets 2020: $102,879Liabilities 2020: $0Net Assets 2020: $102,8792020Assets 2021: $101,602Liabilities 2021: $0Net Assets 2021: $101,6022021Assets 2022: $98,283Liabilities 2022: $0Net Assets 2022: $98,2832022Assets 2023: $95,782Liabilities 2023: $0Net Assets 2023: $95,7822023Assets 2024: $91,680Liabilities 2024: $0Net Assets 2024: $91,6802024

Highlighted filing

2017

Assets$99,334
Liabilities$0
Net Assets$99,334
Open 2017 Filing

Operations Trend

Revenue Growth87th percentile

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

$20K$10K$0-$10KExpenses 2010: $9,4272010Expenses 2011: $8,0652011Expenses 2012: $3,2362012Revenue 2013: $5,161Expenses 2013: $4,414Net Income 2013: $7472013Revenue 2014: $5,227Expenses 2014: $3,106Net Income 2014: $2,1212014Revenue 2015: $7,600Expenses 2015: $2,951Net Income 2015: $4,6492015Revenue 2016: $3,689Expenses 2016: $2,787Net Income 2016: $9022016Revenue 2017: $5,815Expenses 2017: $2,892Net Income 2017: $2,9232017Revenue 2018: $15,345Expenses 2018: $13,386Net Income 2018: $1,9592018Revenue 2019: $16,169Expenses 2019: $11,217Net Income 2019: $4,9522019Revenue 2020: $2,371Expenses 2020: $5,735Net Income 2020: -$3,3642020Revenue 2021: $4,341Expenses 2021: $5,617Net Income 2021: -$1,2762021Revenue 2022: $2,278Expenses 2022: $5,597Net Income 2022: -$3,3192022Revenue 2023: $3,101Expenses 2023: $5,602Net Income 2023: -$2,5012023Revenue 2024: $5,127Expenses 2024: $9,229Net Income 2024: -$4,1022024

Highlighted filing

2017

Revenue$5,815
Expenses$2,892
Net Income$2,923
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MAINSOURCE BANKTrustee-$1,586-$1,586
MIKE LEONHARDTrustee-$125-$125
HOPE PEARSONTrustee-$125-$125
JANE GILLUMTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Milo Milligan Memorial Trust
EIN
35-6508453
In Care Of
% MAINSOURCE BANK
Phone
2607269301
Address
PO BOX 1009, PORTLAND, IN 47371

Signing Officer

Name
Thomas Papp
Title
Trustee
Phone
8125466415
Signed
2018-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
200 E Main St Suite 700, Fort Wayne, IN 46802
Preparer
Lauren R Denton
Phone
2604604000
Raw XML Appendix280 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2HOPE PEARSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JANE GILLUM
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02343
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt024
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05601
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02367
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03258
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt024
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES TO COLDREN & FRANTZ
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt075
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt075
TaxesSchedule/TaxesDetail/Amt066
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INVESTMENTS
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS PAPP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08125466415
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILO MILLIGAN MEMORIAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MILO
ReturnHeader/Filer/EIN0356508453
ReturnHeader/Filer/InCareOfNm0% MAINSOURCE BANK
ReturnHeader/Filer/PhoneNum02607269301
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1009
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047371
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A54A24CEF68C5065F88D816F6842314F9E9D16CE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId062BF684D5A8F8073663C663E85D228E1A13C5FD4
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId035027420181215000002
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-01
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.126.162
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 E Main St Suite 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fort Wayne
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046802
ReturnHeader/PreparerPersonGrp/PhoneNum02604604000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lauren R Denton
ReturnHeader/ReturnTs02018-05-01T13:17:31-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$99,334
Liabilities
$0
Net assets
$99,334
Revenue
$5,815
Expenses
$2,892
Net income
$2,923
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.05$0.09$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$0.03$0.06$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.02$0.06$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.04$0.06$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.02$0.06$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.00$1.06$0.16$0.11$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.15$0.13$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.06$0.03$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.04$0.03$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.08$0.03$0.05
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.00$0.91$0.05$0.03$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.05$0.04$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.03
2011Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.08
2010Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.09