Civic Intelligence

The Dana Doyne Dennis and Tonya Milfeld Family Charitable Trust

990PF • Fiscal year 2012 • EIN 43-6616289

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 07, 2013

Organization Profile
13326 State Rt 2163020
Siviq Scores

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

Liabilities / Assets

42nd percentile

0.02x

Higher debt load relative to assets than 42% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

73rd percentile

$5,000

Higher top officer pay than 73% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

40th percentile

-1.2%

Faster asset growth than 40% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$1,277,993

Down $15,565 (-1.2%) from 2011

Net Assets

$1,254,196

No earlier filing loaded for comparison.

Liabilities

Down

$23,797

Down $8,585 (-27%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$75,534

Up $7,468 (+11%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,293,558Liabilities 2011: $32,3822011Assets 2012: $1,277,993Liabilities 2012: $23,797Net Assets 2012: $1,254,1962012Assets 2013: $1,254,233Liabilities 2013: $119Net Assets 2013: $1,254,1142013Assets 2014: $1,220,630Liabilities 2014: $0Net Assets 2014: $1,220,6302014Assets 2015: $1,153,978Liabilities 2015: $2,519Net Assets 2015: $1,151,4592015Assets 2016: $938,406Liabilities 2016: $0Net Assets 2016: $938,4062016Assets 2017: $900,401Liabilities 2017: $2,452Net Assets 2017: $897,9492017Assets 2018: $850,856Liabilities 2018: $409Net Assets 2018: $850,4472018Assets 2019: $935,616Liabilities 2019: $2,236Net Assets 2019: $933,3802019Assets 2020: $829,879Liabilities 2020: $5,124Net Assets 2020: $824,7552020Assets 2021: $864,148Liabilities 2021: $2,230Net Assets 2021: $861,9182021Assets 2022: $789,336Liabilities 2022: $254Net Assets 2022: $789,0822022Assets 2023: $793,910Liabilities 2023: $8,000Net Assets 2023: $785,9102023Assets 2024: $103,498Liabilities 2024: $0Net Assets 2024: $103,4982024

Highlighted filing

2012

Assets$1,277,993
Liabilities$23,797
Net Assets$1,254,196
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $69,540Expenses 2011: $68,066Net Income 2011: $1,4742011Expenses 2012: $75,5342012Revenue 2013: $58,302Expenses 2013: $75,086Net Income 2013: -$16,7842013Revenue 2014: $42,812Expenses 2014: $71,561Net Income 2014: -$28,7492014Revenue 2015: $4,025Expenses 2015: $73,097Net Income 2015: -$69,0722015Revenue 2016: -$131,394Expenses 2016: $70,569Net Income 2016: -$201,9632016Revenue 2017: $22,764Expenses 2017: $61,736Net Income 2017: -$38,9722017Revenue 2018: $40,386Expenses 2018: $73,078Net Income 2018: -$32,6922018Revenue 2019: $135,584Expenses 2019: $67,158Net Income 2019: $68,4262019Revenue 2020: -$27,359Expenses 2020: $77,242Net Income 2020: -$104,6012020Revenue 2021: $95,566Expenses 2021: $60,257Net Income 2021: $35,3092021Revenue 2022: -$2,921Expenses 2022: $59,227Net Income 2022: -$62,1482022Revenue 2023: $79,549Expenses 2023: $65,979Net Income 2023: $13,5702023Revenue 2024: $556,858Expenses 2024: $1,260,128Net Income 2024: -$703,2702024

Highlighted filing

2012

Revenue-
Expenses$75,534
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 7, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENNIS A MILFELDTrusteePT$5,000-$5,000
FELIX J MILFELD IITrustee-$2,000-$2,000
TONYA J MILFELD-DONALDTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFRIENDS OF THE ORPHANSPROVIDE FUNDS FOR ORPHANS-SCOTTSDALE, AZ, US$32,000
Paid GrantST JUDE CHILDREN'S RESEARCH HOSPMEDICAL RESEARCH-MEMPHIS, TN, US$30,000
Paid GrantST ROSE OF LIMAFACILITY IMPROVEMENTS-DESOTO, MO, US$3,500
Paid GrantDESOTO FOOD PANTRYFOOD FOR DISADVANTAGED-DESOTO, MO, US$500
Filing and Contact Details

Filer

EIN
43-6616289
Raw XML Appendix366 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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CompensationExplanation/Compensation/PersonName2FELIX J MILFELD II
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2FELIX J MILFELD II
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IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0MO
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount030000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount132000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount33500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0MEDICAL RESEARCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1PROVIDE FUNDS FOR ORPHANS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2FOOD FOR DISADVANTAGED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3FACILITY IMPROVEMENTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ST JUDE CHILDREN'S RESEARCH HOSP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11FRIENDS OF THE ORPHANS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12DESOTO FOOD PANTRY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13ST ROSE OF LIMA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10501 ST JUDE PLACE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11PO BOX 25507
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12705 E STONE ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine133RD MILLER ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0MEMPHIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1SCOTTSDALE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2DESOTO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3DESOTO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0TN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1AZ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2MO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3MO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode038105
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode185258
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode263020
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode363020
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear066000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear045109
IRS990PF/UndistributedIncome/AppliedToYear1030425
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted060702
IRS990PF/UndistributedIncome/QualifyingDistributions075534
IRS990PF/UndistributedIncome/UndistributedIncomeCY015593
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear030425
OtherDecreasesSchedule/OtherDecreases/Amount0245
OtherDecreasesSchedule/OtherDecreases/Amount122797
OtherDecreasesSchedule/OtherDecreases/Amount25240
OtherDecreasesSchedule/OtherDecreases/Description0EXCISE TAX PAID
OtherDecreasesSchedule/OtherDecreases/Description12012 CHARITABLE DISTR PAYABLE
OtherDecreasesSchedule/OtherDecreases/Description2ADJUSTMENT TO COST BASIS
OtherIncreasesSchedule/OtherIncreases/Amount030425
OtherIncreasesSchedule/OtherIncreases/Description02011 CHARITABLE DISTR PAYABLE
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue030425
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue11957
OtherLiabilitiesSchedule/OtherLiabilities/Description0CHARITABLE DISTRIBUTIONS PAYABLE
OtherLiabilitiesSchedule/OtherLiabilities/Description1BANK OVERDRAFT
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue022797
TaxesSchedule/Taxes/Amount063
TaxesSchedule/Taxes/Category0FOREIGN TAXES WITHHELD
TaxesSchedule/Taxes/DisbursementsCharitablePrps063
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0436616289
ReturnHeader/Filer/Name/BusinessNameLine10MILFELD FAMILY CHARITABLE TRUST
ReturnHeader/Filer/NameControl0MILF
ReturnHeader/Filer/Phone06365862600
ReturnHeader/Filer/USAddress/AddressLine1013326 STATE RT 21
ReturnHeader/Filer/USAddress/City0DESOTO
ReturnHeader/Filer/USAddress/State0MO
ReturnHeader/Filer/USAddress/ZIPCode063020
ReturnHeader/Officer/DateSigned02013-08-07
ReturnHeader/Officer/Name0DENNIS MILFELD
ReturnHeader/Officer/Phone06365862600
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-08-07
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MALONEY WRIGHT & ROBBINS CPAS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10150 WESTMOUNT DR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0FARMINGTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0636402970
ReturnHeader/Preparer/Name0LINUS M BARNFIELD CPA
ReturnHeader/Preparer/Phone05737566656
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-14T08:16:00-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,277,993
Liabilities
$23,797
Net assets
$1,254,196
Revenue
-
Expenses
$75,534
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.56$1.26$0.70
2023Detailed filing. Detailed filing data is available for this year.$0.79$0.01$0.79$0.08$0.07$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.00$0.06$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.10$0.06$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.83$0.01$0.82$0.03$0.08$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.93$0.14$0.07$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.04$0.07$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.02$0.06$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.13$0.07$0.20
2015Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.00$0.07$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.04$0.07$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.06$0.08$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.28$0.02$1.25$0.08
2011Summary only. Only limited summary data is available for this year.$1.29$0.03$0.07$0.07$0.00