Civic Intelligence

Milton M Ratner Foundation

990PF • Fiscal year 2017 • EIN 38-6160330

Sep 01, 2016 to Aug 31, 2017 • Filed on Dec 19, 2017

P O Box 250628Franklin, MI 48025-0628

(248) 737-6073

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

18th percentile

-14%

Higher net margin than 18% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

33rd percentile

$36,000

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 9.2% of source-year revenue.

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

30th percentile

-1.0%

Faster asset growth than 30% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

59th percentile

8.8%

Faster revenue growth than 59% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Down

$5,913,698

Down $60,597 (-1.0%) from 2016

Net Assets

Down

$5,913,698

Down $60,597 (-1.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$390,804

Up $31,495 (+8.8%) from 2016

Expenses

Down

$444,997

Down $23,363 (-5.0%) from 2016

Net Income

Up

-$54,193

Up $54,858 (+50%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$5,913,698
Liabilities$0
Net Assets$5,913,698

Operations Trend

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

2017

Revenue$390,804
Expenses$444,997
Net Income-$54,193
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Dec 19, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THERESE M THORNPresidentPT$36,000-$36,000
MARY JO ROSSONTrustee Emeritus-$30,000-$30,000
JOCK S RUSSELLVice-PresPT$18,000-$18,000
CAROL PILTZ HERMANNSecy-TreasPT$17,500-$17,500
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
President
Phone
2487376073
Signed
2017-12-19
Discuss with paid preparer
Yes

Preparer

Firm
James M Dwan CPA Pc
Address
32820 WOODWARD AVE SUITE 210, ROYAL OAK, MI 48073
Preparer
James M Dwan CPA
Phone
2489512954
Raw XML Appendix353 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/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0407079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 PILTZ HERMANN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02261 TYLER AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BERKLEY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0480724027
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/Amt0306515
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/TotalGrantOrContriPdDurYrAmt0306515
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/AppliedToCurrentYearAmt0374968
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0374968
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt053742
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013816
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt011795
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt030172
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt030172
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0115029
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt035676
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt053742
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt013816
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt011795
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0410644
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt035676
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0145201
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0109525
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt06404
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/DisbursementsCharitablePrpsAmt1400
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2206
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1400
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2206
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt034315
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ASSET MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt034315
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THERESE M THORN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02487376073
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-19
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/FilingSecurityInformation/AtSubmissionCreationDeviceId062183D800B75529E94A14820866248DDF100391C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId062183D800B75529E94A14820866248DDF100391C
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03815082017356hton0iz
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-12-22
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.61.7.181
ReturnHeader/FilingSecurityInformation/IPDt02017-12-22
ReturnHeader/FilingSecurityInformation/IPTm012:22:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010782582
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAMES M DWAN CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt032820 WOODWARD AVE SUITE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROYAL OAK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048073
ReturnHeader/PreparerPersonGrp/PhoneNum02489512954
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES M DWAN CPA
ReturnHeader/ReturnTs02017-12-22T12:21:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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