Civic Intelligence

Milton M Ratner Foundation

990PF • Fiscal year 2015 • EIN 38-6160330

Sep 01, 2014 to Aug 31, 2015 • Filed on Nov 10, 2015

Organization Profile
P O Box 250628Franklin, MI 48025-0628

(248) 642-1515

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.00x

Higher debt load relative to revenue than 20% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

32nd percentile

-2.7%

Higher net margin than 32% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

32nd percentile

$36,000

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 8.1% of source-year revenue.

2015 filings • $5M-$10M nonprofits • Source year 2015

Asset Growth

41st percentile

-1.1%

Faster asset growth than 41% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

23rd percentile

-14%

Faster revenue growth than 23% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$6,086,824

Down $65,188 (-1.1%) from 2014

Net Assets

Down

$6,086,824

Down $65,188 (-1.1%) from 2014

Liabilities

Flat

$1

Flat from 2014

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin32nd percentile

Revenue

Down

$444,310

Down $70,186 (-14%) from 2014

Expenses

Up

$456,419

Up $11,465 (+2.6%) from 2014

Net Income

Down

-$12,109

Down $81,651 (-117%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,169,707Liabilities 2011: $02011Assets 2012: $6,066,631Liabilities 2012: $02012Assets 2013: $6,077,451Liabilities 2013: $02013Assets 2014: $6,152,012Liabilities 2014: $1Net Assets 2014: $6,152,0122014Assets 2015: $6,086,824Liabilities 2015: $1Net Assets 2015: $6,086,8242015Assets 2016: $5,974,295Liabilities 2016: $0Net Assets 2016: $5,974,2952016Assets 2017: $5,913,698Liabilities 2017: $0Net Assets 2017: $5,913,6982017Assets 2018: $6,021,793Liabilities 2018: $0Net Assets 2018: $6,021,7932018Assets 2019: $6,097,910Liabilities 2019: $1Net Assets 2019: $6,097,9102019Assets 2020: $6,010,398Liabilities 2020: $1Net Assets 2020: $6,010,3982020Assets 2021: $6,058,283Liabilities 2021: $1Net Assets 2021: $6,058,2832021Assets 2022: $6,104,280Liabilities 2022: $1Net Assets 2022: $6,104,2802022Assets 2023: $6,064,917Liabilities 2023: $1Net Assets 2023: $6,064,9172023Assets 2024: $6,029,196Liabilities 2024: $0Net Assets 2024: $6,029,1962024Assets 2025: $6,218,487Liabilities 2025: $0Net Assets 2025: $6,218,4872025

Highlighted filing

2015

Assets$6,086,824
Liabilities$1
Net Assets$6,086,824
Open 2015 Filing

Operations Trend

Revenue Growth23rd percentile

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

$1.0M$500K$0-$500KRevenue 2011: $410,125Expenses 2011: $378,289Net Income 2011: $31,8362011Revenue 2012: $335,290Expenses 2012: $438,366Net Income 2012: -$103,0762012Revenue 2013: $411,732Expenses 2013: $414,178Net Income 2013: -$2,4462013Revenue 2014: $514,496Expenses 2014: $444,954Net Income 2014: $69,5422014Revenue 2015: $444,310Expenses 2015: $456,419Net Income 2015: -$12,1092015Revenue 2016: $359,309Expenses 2016: $468,360Net Income 2016: -$109,0512016Revenue 2017: $390,804Expenses 2017: $444,997Net Income 2017: -$54,1932017Revenue 2018: $589,176Expenses 2018: $445,890Net Income 2018: $143,2862018Revenue 2019: $576,452Expenses 2019: $480,401Net Income 2019: $96,0512019Revenue 2020: $408,369Expenses 2020: $473,990Net Income 2020: -$65,6212020Revenue 2021: $544,524Expenses 2021: $475,314Net Income 2021: $69,2102021Revenue 2022: $612,639Expenses 2022: $510,598Net Income 2022: $102,0412022Revenue 2023: $436,165Expenses 2023: $491,757Net Income 2023: -$55,5922023Revenue 2024: $553,648Expenses 2024: $528,237Net Income 2024: $25,4112024Revenue 2025: $749,123Expenses 2025: $549,802Net Income 2025: $199,3212025

Highlighted filing

2015

Revenue$444,310
Expenses$456,419
Net Income-$12,109
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Nov 10, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THERESE M THORNTreasurerPT$36,000-$36,000
MARY JO ROSSENPresidentPT$30,000-$30,000
Filing and Contact Details

Filer

Filer Name
Milton M Ratner Foundation
EIN
38-6160330
Address
P O BOX 250628, FRANKLIN, MI 48025-0628

Signing Officer

Name
Therese M Thorn
Title
Treasurer
Phone
2487376073
Signed
2015-11-10
Discuss with paid preparer
Yes

Preparer

Firm
James M Dwan CPA Pc
Address
266 ELM STREET SUITE 3, BIRMINGHAM, MI 48009
Preparer
James M Dwan CPA
Phone
2486421515
Raw XML Appendix344 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/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0THERESE M THORN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05569 RAVEN ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BLOOMFIELD HILLS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0483011047
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02487376073
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NA
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NA
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICANTS SHOULD INCLUDE AN OUTLINE OF THE PROPOSED BUDGET AND ITS OBJECTIVES, AS WELL AS A PHOTOCOPY OF THE TAX-EXEMPT STATUS LETTER FROM THE IRS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0THERESE M THORN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02487376073
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0P O BOX 250628
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0FRANKLIN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0480250628
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0AUGUST 31
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0318000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED LISTING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FRANKLIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd048025
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0318000
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/AppliedToCurrentYearAmt0378081
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0378081
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt011795
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt030172
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0104999
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0104999
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt055783
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt013816
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt011795
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt030172
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0391897
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt013816
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0160782
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0146966
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt04919
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04919
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt049452
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT TO INVESTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MICHIGAN DISCLOSURES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1915
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2134
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1915
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2134
OtherIncreasesSchedule/OtherIncreasesDetail/Amt04250
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NON-TAXABLE INCOME
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt018000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt135856
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0AGENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ASSET MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt018000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt135856
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt010666
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THERESE M THORN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02487376073
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILTON M RATNER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MILT
ReturnHeader/Filer/EIN0386160330
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 250628
ReturnHeader/Filer/USAddress/CityNm0FRANKLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0480250628
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010782582
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAMES M DWAN CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0266 ELM STREET SUITE 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048009
ReturnHeader/PreparerPersonGrp/PhoneNum02486421515
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES M DWAN CPA
ReturnHeader/ReturnTs02015-12-12T19:00:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-09-01
ReturnHeader/TaxPeriodEndDt02015-08-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,086,824
Liabilities
$1
Net assets
$6,086,824
Revenue
$444,310
Expenses
$456,419
Net income
-$12,109
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.22$0.00$6.22$0.75$0.55$0.20
2024Detailed filing. Detailed filing data is available for this year.$6.03$0.00$6.03$0.55$0.53$0.03
2023Detailed filing. Detailed filing data is available for this year.$6.06$0.00$6.06$0.44$0.49$0.06
2022Detailed filing. Detailed filing data is available for this year.$6.10$0.00$6.10$0.61$0.51$0.10
2021Detailed filing. Detailed filing data is available for this year.$6.06$0.00$6.06$0.54$0.48$0.07
2020Detailed filing. Detailed filing data is available for this year.$6.01$0.00$6.01$0.41$0.47$0.07
2019Detailed filing. Detailed filing data is available for this year.$6.10$0.00$6.10$0.58$0.48$0.10
2018Detailed filing. Detailed filing data is available for this year.$6.02$0.00$6.02$0.59$0.45$0.14
2017Detailed filing. Detailed filing data is available for this year.$5.91$0.00$5.91$0.39$0.44$0.05
2016Detailed filing. Detailed filing data is available for this year.$5.97$0.00$5.97$0.36$0.47$0.11
2015Detailed filing. Detailed filing data is available for this year.$6.09$0.00$6.09$0.44$0.46$0.01
2014Detailed filing. Detailed filing data is available for this year.$6.15$0.00$6.15$0.51$0.44$0.07
2013Summary only. Only limited summary data is available for this year.$6.08$0.00$0.41$0.41$0.00
2012Summary only. Only limited summary data is available for this year.$6.07$0.00$0.34$0.44$0.10
2011Summary only. Only limited summary data is available for this year.$6.17$0.00$0.41$0.38$0.03