Civic Intelligence

Jack and Helyn Miller Foundation

EIN 43-6070986 • 501(c)3 • Kansas City, MO

Profile

To improve societal conditions by granting funds for charitable, scientific, literary, education or religious purposes.

1055 Broadway Suite 130Kansas City, MO 64105

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

2nd percentile

-2458%

Higher net margin than 2% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

32nd percentile

-23%

Faster revenue growth than 32% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$0

Down $3,002,415 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $3,002,415 (-100%) from 2022

Revenue

Down

$139,857

Down $41,761 (-23%) from 2022

Expenses

Up

$3,577,765

Up $3,360,642 (+1548%) from 2022

Net Income

Down

-$3,437,908

Down $3,402,403 (-9583%) from 2022

Trend Graphs

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2014: $3,206,709Liabilities 2014: $0Net Assets 2014: $3,206,7092014Assets 2015: $2,987,730Liabilities 2015: $0Net Assets 2015: $2,987,7302015Assets 2016: $3,018,038Liabilities 2016: $0Net Assets 2016: $3,018,0382016Assets 2017: $3,290,908Liabilities 2017: $0Net Assets 2017: $3,290,9082017Assets 2018: $2,903,404Liabilities 2018: $0Net Assets 2018: $2,903,4042018Assets 2019: $3,196,080Liabilities 2019: $0Net Assets 2019: $3,196,0802019Assets 2020: $3,461,952Liabilities 2020: $10,000Net Assets 2020: $3,451,9522020Assets 2021: $3,820,187Liabilities 2021: $0Net Assets 2021: $3,820,1872021Assets 2022: $3,002,415Liabilities 2022: $0Net Assets 2022: $3,002,4152022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2014: $472,749Expenses 2014: $223,450Net Income 2014: $249,2992014Revenue 2015: $82,205Expenses 2015: $219,133Net Income 2015: -$136,9282015Revenue 2016: $82,145Expenses 2016: $216,646Net Income 2016: -$134,5012016Revenue 2017: $76,541Expenses 2017: $227,722Net Income 2017: -$151,1812017Revenue 2018: $184,981Expenses 2018: $283,067Net Income 2018: -$98,0862018Revenue 2019: $613,558Expenses 2019: $326,824Net Income 2019: $286,7342019Revenue 2020: $400,761Expenses 2020: $226,906Net Income 2020: $173,8552020Revenue 2021: $275,968Expenses 2021: $243,611Net Income 2021: $32,3572021Revenue 2022: $181,618Expenses 2022: $217,123Net Income 2022: -$35,5052022Revenue 2023: $139,857Expenses 2023: $3,577,765Net Income 2023: -$3,437,9082023

Highlighted filing

2023

Revenue$139,857
Expenses$3,577,765
Net Income-$3,437,908

Filings

Latest Detailed Filing

The latest 2023 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 13, 2022
Return Version
2021v4.2
Gross Receipts
$505,710
Mission and Program Overview

Mission

To improve societal conditions by granting funds for charitable, scientific, literary, education, or religious purposes.

To improve societal conditions by granting funds for charitable, scientific, literary, education or religious purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pd in Cap Srpls Land Bldg Eqp Fund$3,451,952$3,820,187▲ $368,235
Investments in Publicly Traded Securities$2,595,494$2,881,637▲ $286,143
Investments Other Securities$861,220$903,328▲ $42,108
Cash and Non-Interest-Bearing Accounts$5,238$35,222▲ $29,984
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,461,952$3,820,187▲ $358,235
Liabilities
Grants Payable$10,000$0▼ $10,000
Total Liabilities$10,000$0▼ $10,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,451,952$3,820,187▲ $368,235
Total Liabilities and Net Assets / Fund Balance$3,461,952$3,820,187▲ $358,235

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$903,328--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Randall D ClarkPresident
Steven PalmerVice President
Marilyn MelcherDirector
Norman M ArnellDirector
Susan WallyDirector
Lynne F MelcherSecretary
Laurie BenjaminTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$275,968
Other Revenue
$0
Change in Net Assets
$32,357
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$226,000
Other Expenses$17,611
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$226,000--$226,000
Fees for Services Management-$14,712-$14,712
Fees for Services Accounting-$2,525-$2,525
Fees for Service Investment Mgmnt Fees-$374-$374
Total Functional Expenses$226,000$17,611$0$243,611
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Greater Kansas City Community FoundationKansas City, MO501(c)(3)General Support$226,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Lynne melcher, marilyn melcher and laurie benjamin are related by family.

Form 990, Part VI, Section A, Line 7A

The board of the greater kansas city community foundation appoints a majority of the directors of the jack and helyn miller foundation.

Form 990, Part VI, Section A, Line 7B

The board of the greater kansas city community foundation retains the right to remove directors of the jack and helyn miller foundation.

Form 990, Part VI, Section B, Line 11B

An independent accounting firm prepares and reviews the 990. The 990 is then reviewed by the organization's accounting personnel. Any questions or concerns the organization's accounting personnel have are addressed and any corrections that need to be made are made. The 990, with all required schedules, is then provided to all members of the board prior to filing.

Form 990, Part VI, Section B, Line 12C

Each board member completes and signs an annual disclosure. Each member is required to immediately disclose any actual or perceived conflict and must ensure they have no discussion or involvement in these matters. When voting on a matter where an actual or perceived conflict exists, that member must abstain from voting.

Form 990, Part VI, Section C, Line 19

The organization's governing documents and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Jack and Helyn Miller Foundation
EIN
43-6070986
Phone
8168420944
Address
1055 BROADWAY SUITE 130, KANSAS CITY, MO 64105

Signing Officer

Name
Randall Clark
Title
President
Phone
8168420944
Signed
2022-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Harold Melcher
Formed
1967
Legal Domicile
Mo
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Cbiz Mhm LLC
Address
700 WEST 47TH STREET SUITE 1100, KANSAS CITY, MO 64112
Preparer
Lisa Burke
Phone
8169455500
Raw XML AppendixShowing 400 of 617 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LYNNE MELCHER, MARILYN MELCHER AND LAURIE BENJAMIN ARE RELATED BY FAMILY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF THE GREATER KANSAS CITY COMMUNITY FOUNDATION APPOINTS A MAJORITY OF THE DIRECTORS OF THE JACK AND HELYN MILLER FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF THE GREATER KANSAS CITY COMMUNITY FOUNDATION RETAINS THE RIGHT TO REMOVE DIRECTORS OF THE JACK AND HELYN MILLER FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990. THE 990 IS THEN REVIEWED BY THE ORGANIZATION'S ACCOUNTING PERSONNEL. ANY QUESTIONS OR CONCERNS THE ORGANIZATION'S ACCOUNTING PERSONNEL HAVE ARE ADDRESSED AND ANY CORRECTIONS THAT NEED TO BE MADE ARE MADE. THE 990, WITH ALL REQUIRED SCHEDULES, IS THEN PROVIDED TO ALL MEMBERS OF THE BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EACH BOARD MEMBER COMPLETES AND SIGNS AN ANNUAL DISCLOSURE. EACH MEMBER IS REQUIRED TO IMMEDIATELY DISCLOSE ANY ACTUAL OR PERCEIVED CONFLICT AND MUST ENSURE THEY HAVE NO DISCUSSION OR INVOLVEMENT IN THESE MATTERS. WHEN VOTING ON A MATTER WHERE AN ACTUAL OR PERCEIVED CONFLICT EXISTS, THAT MEMBER MUST ABSTAIN FROM VOTING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd01
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CHARITABLE TRUST
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0CHARITABLE REMAINDER TRUSTS (31)
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ALLEN & GLORIA BLOCK FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1ANN AND GARY DICKINSON CHARITABLE FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2BECKY BAILEY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3BLUE RIVER LAND TRUST LTD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4CASALENA FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt5GEORGE A & DOLLY F LARUE TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt6GREATER HORIZONS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt7GREATER HORIZONS FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt8GREATER HORIZONS TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt9GREATER KANSAS CITY COMMUNITY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt10GREATER LEE'S SUMMIT HEALTHCARE FDN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt11HIGHLAND KANSAS CITY FOUNDATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt12IRVEN E & NEVADA P LINSCOMB FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt13KANSAS CITY PUBLIC LIBRARY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt14PARSONS AREA COMMUNITY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt15POLSKY FAMILY SUPPORTING FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt16REAL ESTATE CHARITABLE FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt17REHABILITATION INSTITUTE FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt18STANLEY H DURWOOD FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0481239579
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1431799476
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2874068118
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3900615944
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN4832198097
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN5436122865
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN6200849590
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN7822577698
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN9431152398
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN11453961865
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt17501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt18501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0KS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3KS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd4DE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd5MO
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