Civic Intelligence

Milton M Ratner Foundation

990PF • Fiscal year 2024 • EIN 38-6160330

Sep 01, 2023 to Aug 31, 2024 • Filed on Jan 08, 2025

Organization Profile
PO 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

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Net Margin

48th percentile

4.6%

Higher net margin than 48% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

38th percentile

$36,000

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 6.5% of source-year revenue.

2024 filings • $5M-$10M nonprofits • Source year 2024

Asset Growth

31st percentile

-0.6%

Faster asset growth than 31% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

27%

Faster revenue growth than 69% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$6,029,196

Down $35,721 (-0.6%) from 2023

Net Assets

Down

$6,029,196

Down $35,721 (-0.6%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin48th percentile

Revenue

Up

$553,648

Up $117,483 (+27%) from 2023

Expenses

Up

$528,237

Up $36,480 (+7.4%) from 2023

Net Income

Up

$25,411

Up $81,003 (+146%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2024

Assets$6,029,196
Liabilities$0
Net Assets$6,029,196
Open 2024 Filing

Operations Trend

Revenue Growth69th 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

2024

Revenue$553,648
Expenses$528,237
Net Income$25,411
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jan 8, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THERESE M THORNPresidentPT$36,000-$36,000
JOCK S RUSSELLVice PresidePT$30,000-$30,000
CAROL PILTZ HERMANNSecretary-TrPT$30,000-$30,000
MARY JO ROSSONTrustee Emer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-VARIOUS-FRANKLIN, MI, US$370,500
Filing and Contact Details

Filer

Filer Name
Milton M Ratner Foundation
EIN
38-6160330
Phone
2487376073
Address
PO BOX 250628, FRANKLIN, MI 48025-0628

Signing Officer

Name
Therese M Thorn
Title
President
Phone
2488771906
Signed
2025-01-08

Preparer

Firm
Kopmeyer & Talty Pc
Address
17199 N LAUREL PARK DRIVE 301, LIVONIA, MI 48152
Preparer
Martin J Talty CPA
Phone
7349538600
Raw XML Appendix308 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/IndividualWithBooksNm0THERESE M THORN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05569 RAVEN ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BLOOMFIELD HILLS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd048301
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/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
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/AddressLine1Txt0PO 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/GrantOrContributionPdDurYrGrp/Amt0370500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED LISTING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FRANKLIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd048025
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0370500
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/AppliedToCurrentYearAmt0436676
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0436676
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05870
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01444
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt026664
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt027602
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt027602
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt067543
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt033565
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05870
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01444
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt026664
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0470241
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt033565
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt095145
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt061580
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt061132
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT TO INVESTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MICHIGAN ANNUAL REPORT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PO BOX AND POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt137
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2495
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt137
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2495
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt040364
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ASSET MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt040364
TaxesSchedule/TaxesDetail/Amt03566
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES NET OF REFUNDS
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0THERESE M THORN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02488771906
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILTON M RATNER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MILT
ReturnHeader/Filer/EIN0386160330
ReturnHeader/Filer/PhoneNum02487376073
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 250628
ReturnHeader/Filer/USAddress/CityNm0FRANKLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0480250628
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382701745
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KOPMEYER & TALTY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017199 N LAUREL PARK DRIVE 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LIVONIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048152
ReturnHeader/PreparerPersonGrp/PhoneNum07349538600
ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARTIN J TALTY CPA
ReturnHeader/ReturnTs02025-01-14T11:36:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,029,196
Liabilities
$0
Net assets
$6,029,196
Revenue
$553,648
Expenses
$528,237
Net income
$25,411
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