Civic Intelligence

The Dana Doyne Dennis and Tonya Milfeld Family Charitable Trust

990PF • Fiscal year 2014 • EIN 43-6616289

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 05, 2015

Organization Profile
13326 State Rt 21Desoto, MO 63020

(636) 586-2600

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

7th percentile

-67%

Higher net margin than 7% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

43rd percentile

$3,000

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 7.0% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

27th percentile

-2.7%

Faster asset growth than 27% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

13th percentile

-27%

Faster revenue growth than 13% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,220,630

Down $33,603 (-2.7%) from 2013

Net Assets

Down

$1,220,630

Down $33,484 (-2.7%) from 2013

Liabilities

Down

$0

Down $119 (-100%) from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin7th percentile

Revenue

Down

$42,812

Down $15,490 (-27%) from 2013

Expenses

Down

$71,561

Down $3,525 (-4.7%) from 2013

Net Income

Down

-$28,749

Down $11,965 (-71%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2014

Assets$1,220,630
Liabilities$0
Net Assets$1,220,630
Open 2014 Filing

Operations Trend

Revenue Growth13th percentile

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

2014

Revenue$42,812
Expenses$71,561
Net Income-$28,749
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 5, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENNIS A MILFELDTrusteePT$3,000-$3,000
TONYA J MILFELD-DONALDTrustee-$0--
FELIX J MILFELD IITrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantST JUDE CHILDREN'S RESEARCH HOSPMEDICAL RESEARCH-MEMPHIS, TN, US$25,000
Paid GrantNPH USAPROVIDE FUNDS FOR ORPHANS-TEMPE, AZ, US$25,000
Paid GrantST ROSE OF LIMAFACILITY IMPROVEMENTS-DESOTO, MO, US$10,000
Paid GrantMISSOURI COUNCIL OF THE BLINDSERVICES TO THE BLIND-ST LOUIS, MO, US$5,000
Paid GrantDESOTO FOOD PANTRYFOOD FOR DISADVANTAGED-DESOTO, MO, US$1,000
Filing and Contact Details

Filer

Filer Name
Milfeld Family Charitable Trust
EIN
43-6616289
Phone
6365862600
Address
13326 STATE RT 21, DESOTO, MO 63020

Signing Officer

Name
Dennis Milfeld
Title
Trustee
Phone
6365862600
Signed
2015-08-05
Discuss with paid preparer
Yes

Preparer

Firm
Maloney Wright & Robbins Cpas
Address
150 WESTMOUNT DR, FARMINGTON, MO 63640-2970
Preparer
Linus M Barnfield CPA
Phone
5737566656
Raw XML Appendix317 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2FELIX J MILFELD II
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd063020
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06365862600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MEDICAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PROVIDE FUNDS FOR ORPHANS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FOOD FOR DISADVANTAGED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3FACILITY IMPROVEMENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SERVICES TO THE BLIND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ST JUDE CHILDREN'S RESEARCH HOSP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1NPH USA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2DESOTO FOOD PANTRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ST ROSE OF LIMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4MISSOURI COUNCIL OF THE BLIND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0501 ST JUDE PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 25507
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2705 E STONE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33RD MILLER ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt45453 CHIPPEWA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MEMPHIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1TEMPE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2DESOTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3DESOTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ST LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd038105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd185258
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd263020
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd363020
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd4630204373
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt066000
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/AppliedToCurrentYearAmt058215
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt058215
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt016
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt013362
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt013346
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt016
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt071561
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt013346
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt013362
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt016
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04360
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1375
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT TO COST BASIS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1EXCISE TAXES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt025
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0BANK OVERDRAFT
TaxesSchedule/TaxesDetail/Amt0162
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0162
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DENNIS MILFELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06365862600
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILFELD FAMILY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MILF
ReturnHeader/Filer/EIN0436616289
ReturnHeader/Filer/PhoneNum06365862600
ReturnHeader/Filer/USAddress/AddressLine1Txt013326 STATE RT 21
ReturnHeader/Filer/USAddress/CityNm0DESOTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063020
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0430987432
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MALONEY WRIGHT & ROBBINS CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 WESTMOUNT DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FARMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0636402970
ReturnHeader/PreparerPersonGrp/PhoneNum05737566656
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINUS M BARNFIELD CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-08-10T12:55:47-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,220,630
Liabilities
$0
Net assets
$1,220,630
Revenue
$42,812
Expenses
$71,561
Net income
-$28,749
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