Milton M Ratner Foundation

990PF • Fiscal year 2020 • EIN 38-6160330

Sep 01, 2019 to Aug 31, 2020 • Filed on Jan 06, 2021

Organization Profile

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.

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

-16%

Higher net margin than 22% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

$36,000

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

-1.4%

Faster asset growth than 28% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

-29%

Faster revenue growth than 18% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets23rd percentile

Assets

Down

$6,010,398

Down $87,512 (-1.4%) from 2019

Net Assets

Down

$6,010,398

Down $87,512 (-1.4%) from 2019

Liabilities

Flat

Flat from 2019

Revenue And Expenses

Liabilities / Revenue22nd percentile Net Margin22nd percentile

Revenue

Down

$408,369

Down $168,083 (-29%) from 2019

Expenses

Down

$473,990

Down $6,411 (-1.3%) from 2019

Net Income

Down

-$65,621

Down $161,672 (-168%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

Highlighted filing

2020

Assets$6,010,398

Liabilities$1

Net Assets$6,010,398

Open 2020 Filing

Operations Trend

Revenue Growth18th percentile

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

Highlighted filing

2020

Revenue$408,369

Expenses$473,990

Net Income-$65,621

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Sep 1, 2019 to Aug 31, 2020
Signed: Jan 6, 2021
Return Version: 2019v5.1

Compensation and Service Providers

Top Officer Pay37th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
THERESE M THORN	President	PT	$36,000	-	$36,000
MARY JO ROSSON	Trustee Emeritus	-	$0	$30,000	$30,000
JOCK S RUSSELL	Vice-Pres	PT	$18,000	-	$18,000
CAROL PILTZ HERMANN	Secy-Treas	PT	$18,000	-	$18,000

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: President
Phone: 2487376073
Signed: 2021-01-06
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

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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/PersonNm	0	THERESE M THORN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	JOCK S RUSSELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	CAROL PILTZ HERMANN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	3	MARY JO ROSSON
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IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	CAROL PILTZ HERMANN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	2261 TYLER AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	BERKLEY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	480724027
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	2487376073
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	NA
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	0
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	NA
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt	0	0
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	APPLICANTS 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/RecipientPersonNm	0	THERESE M THORN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	2487376073
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	P O BOX 250628
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	FRANKLIN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	MI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	480250628
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	AUGUST 31
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	321800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	SEE ATTACHED LISTING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	FRANKLIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	48025
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	321800
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	399373
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	399373
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	27602
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	9885
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	35676
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	53742
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	13816
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	13816
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	153569
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	26664
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	27602
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	9885
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	35676
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	53742
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	426037
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	26664
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	167385
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	140721
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	21891
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	ADJUSTMENT TO INVESTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	MICHIGAN DISCLOSURES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	99
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	233
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	99
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	233
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	37371
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	ASSET MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	37371
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	0
TaxesSchedule/TaxesDetail/Amt	0	10582
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	THERESE M THORN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2487376073
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-01-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	MILTON M RATNER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	MILT
ReturnHeader/Filer/EIN	0	386160330
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	P O BOX 250628
ReturnHeader/Filer/USAddress/CityNm	0	FRANKLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MI
ReturnHeader/Filer/USAddress/ZIPCd	0	480250628
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	010782582
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	JAMES M DWAN CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	32820 WOODWARD AVE - SUITE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	ROYAL OAK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	48073
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2489512954
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2021-01-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JAMES M DWAN CPA
ReturnHeader/ReturnTs	0	2021-01-14T16:25:50-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2019-09-01
ReturnHeader/TaxPeriodEndDt	0	2020-08-31
ReturnHeader/TaxYr	0	2019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $6,010,398
Liabilities: $1
Net assets: $6,010,398
Revenue: $408,369
Expenses: $473,990
Net income: -$65,621

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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