Civic Intelligence

J William & Lorraine M Miller

EIN 38-3009465 • Worthington, OH

143 St Julien StWorthington, OH 43085
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

59th percentile

9.6%

Higher net margin than 59% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

45th percentile

0.8%

Faster asset growth than 45% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

135%

Faster revenue growth than 91% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$823,200

Up $6,274 (+0.8%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$823,200

Up $6,274 (+0.8%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin59th percentile

Revenue

Up

$65,455

Up $37,585 (+135%) from 2023

Expenses

Up

$59,181

Up $3,001 (+5.3%) from 2023

Net Income

Up

$6,274

Up $34,584 (+122%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2010: $627,330Liabilities 2010: $0Net Assets 2010: $627,3302010Assets 2011: $875,877Liabilities 2011: $129Net Assets 2011: $875,7482011Assets 2012: $861,152Liabilities 2012: $43Net Assets 2012: $861,1092012Assets 2013: $942,470Liabilities 2013: $2,164Net Assets 2013: $940,3062013Assets 2014: $935,405Liabilities 2014: $1Net Assets 2014: $935,4052014Assets 2015: $920,993Liabilities 2015: $1Net Assets 2015: $920,9932015Assets 2016: $892,240Liabilities 2016: $0Net Assets 2016: $892,2402016Assets 2017: $887,061Liabilities 2017: $0Net Assets 2017: $887,0612017Assets 2018: $885,007Liabilities 2018: $0Net Assets 2018: $885,0072018Assets 2019: $871,065Liabilities 2019: $1Net Assets 2019: $871,0652019Assets 2020: $864,354Liabilities 2020: $1Net Assets 2020: $864,3542020Assets 2021: $892,387Liabilities 2021: $1Net Assets 2021: $892,3872021Assets 2022: $845,236Liabilities 2022: $1Net Assets 2022: $845,2362022Assets 2023: $816,926Liabilities 2023: $1Net Assets 2023: $816,9262023Assets 2024: $823,200Liabilities 2024: $0Net Assets 2024: $823,2002024

Highlighted filing

2024

Assets$823,200
Liabilities$0
Net Assets$823,200
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KExpenses 2010: $40,0002010Expenses 2011: $48,8012011Expenses 2012: $50,6032012Revenue 2013: $145,963Expenses 2013: $66,766Net Income 2013: $79,1972013Revenue 2014: $62,146Expenses 2014: $67,047Net Income 2014: -$4,9012014Revenue 2015: $49,133Expenses 2015: $63,545Net Income 2015: -$14,4122015Revenue 2016: $28,037Expenses 2016: $56,790Net Income 2016: -$28,7532016Revenue 2017: $51,305Expenses 2017: $56,484Net Income 2017: -$5,1792017Revenue 2018: $59,678Expenses 2018: $61,732Net Income 2018: -$2,0542018Revenue 2019: $41,578Expenses 2019: $55,520Net Income 2019: -$13,9422019Revenue 2020: $50,640Expenses 2020: $57,351Net Income 2020: -$6,7112020Revenue 2021: $94,991Expenses 2021: $66,958Net Income 2021: $28,0332021Revenue 2022: $21,717Expenses 2022: $68,868Net Income 2022: -$47,1512022Revenue 2023: $27,870Expenses 2023: $56,180Net Income 2023: -$28,3102023Revenue 2024: $65,455Expenses 2024: $59,181Net Income 2024: $6,2742024

Highlighted filing

2024

Revenue$65,455
Expenses$59,181
Net Income$6,274
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$823,200
Liabilities
$0
Net assets
$823,200
Revenue
$65,455
Expenses
$59,181
Net income
$6,274
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.23$0.00$8.23$0.65$0.59$0.06
2023Detailed filing. Detailed filing data is available for this year.$8.17$0.00$8.17$0.28$0.56$0.28
2022Detailed filing. Detailed filing data is available for this year.$8.45$0.00$8.45$0.22$0.69$0.47
2021Detailed filing. Detailed filing data is available for this year.$8.92$0.00$8.92$0.95$0.67$0.28
2020Detailed filing. Detailed filing data is available for this year.$8.64$0.00$8.64$0.51$0.57$0.07
2019Detailed filing. Detailed filing data is available for this year.$8.71$0.00$8.71$0.42$0.56$0.14
2018Detailed filing. Detailed filing data is available for this year.$8.85$0.00$8.85$0.60$0.62$0.02
2017Detailed filing. Detailed filing data is available for this year.$8.87$0.00$8.87$0.51$0.56$0.05
2016Detailed filing. Detailed filing data is available for this year.$8.92$0.00$8.92$0.28$0.57$0.29
2015Detailed filing. Detailed filing data is available for this year.$9.21$0.00$9.21$0.49$0.64$0.14
2014Detailed filing. Detailed filing data is available for this year.$9.35$0.00$9.35$0.62$0.67$0.05
2013Detailed filing. Detailed filing data is available for this year.$9.42$0.02$9.40$1.46$0.67$0.79
2012Detailed filing. Detailed filing data is available for this year.$8.61$0.00$8.61$0.51
2011Detailed filing. Detailed filing data is available for this year.$8.76$0.00$8.76$0.49
2010Detailed filing. Detailed filing data is available for this year.$6.27$0.00$6.27$0.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAY CLARKEPresident-$0--
LINDA WEAVERSec/Tr-$0--
KENNETT KELLYDirector-$0--
Filing and Contact Details

Filer

Filer Name
J William & Lorraine M Miller
EIN
38-3009465
Phone
6142165007
Address
143 ST JULIEN ST, WORTHINGTON, OH 43085

Signing Officer

Name
Kay Clarke
Title
President
Phone
6142165007
Signed
2025-05-14

Preparer

Firm
Jeri Ljones CPA
Address
4175 N HIGH ST, COLUMBUS, OH 43214-3011
Preparer
Jeri L Jones
Phone
6142621106
Raw XML Appendix355 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/UndistributedIncomeGrp/AppliedToCurrentYearAmt044495
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02991
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09617
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04511
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01030
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt078
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt078
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt018654
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0505
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02991
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09617
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04511
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01030
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt045000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0505
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt018732
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt018227
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0INDIRECT LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02470
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02470
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt09315
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt12146
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES/ADJ
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1OTHER INVESTMENT COSTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt09315
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt12146
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KAY CLARKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06142165007
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0J WILLIAM & LORRAINE M MILLER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JWIL
ReturnHeader/Filer/EIN0383009465
ReturnHeader/Filer/PhoneNum06142165007
ReturnHeader/Filer/USAddress/AddressLine1Txt0143 ST JULIEN ST
ReturnHeader/Filer/USAddress/CityNm0WORTHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043085
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311141847
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JERI LJONES CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04175 N HIGH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0432143011
ReturnHeader/PreparerPersonGrp/PhoneNum06142621106
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JERI L JONES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-12T09:55:50-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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