Civic Intelligence

Milteer Family Foundation

EIN 46-4258825 • 501(c)3 • Guerneville, CA

Profile

Supporting other charitable organization

PO Box 2782Guerneville, CA 95446-2782
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • 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

7th percentile

-168%

Higher net margin than 7% 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

46th percentile

-4.3%

Faster asset growth than 46% of similar nonprofits.

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

Revenue Growth

12th percentile

-72%

Faster revenue growth than 12% of similar nonprofits.

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

Assets

Down

$475,647

Down $21,256 (-4.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$475,647

Down $21,256 (-4.3%) from 2022

Revenue

Down

$12,683

Down $32,317 (-72%) from 2022

Expenses

Down

$33,939

Down $12,101 (-26%) from 2022

Net Income

Down

-$21,256

Down $20,216 (-1944%) from 2022

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2019: $254,340Liabilities 2019: $0Net Assets 2019: $254,3402019Assets 2020: $275,376Liabilities 2020: $0Net Assets 2020: $275,3762020Assets 2022: $496,903Liabilities 2022: $0Net Assets 2022: $496,9032022Assets 2023: $475,647Liabilities 2023: $0Net Assets 2023: $475,6472023

Highlighted filing

2023

Assets$475,647
Liabilities$0
Net Assets$475,647

Operations Trend

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

$60K$40K$20K$0-$20K-$40KRevenue 2019: $23,784Expenses 2019: $19,444Net Income 2019: $4,3402019Revenue 2020: $29,064Expenses 2020: $8,028Net Income 2020: $21,0362020Revenue 2022: $45,000Expenses 2022: $46,040Net Income 2022: -$1,0402022Revenue 2023: $12,683Expenses 2023: $33,939Net Income 2023: -$21,2562023

Highlighted filing

2023

Revenue$12,683
Expenses$33,939
Net Income-$21,256

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 24, 2024
Return Version
2023v5.0
Gross Receipts
$12,683
Mission and Program Overview

Mission

Supporting other charitable organization

Program Services

DescriptionGrantsExpenses
SUPPORTING OTHER CHARITABLE ORGANIZATIONS$30,000-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY W PETERSCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Milteer Family Foundation
EIN
46-4258825
Address
PO BOX 2782, Guerneville, CA 95446-2782

Signing Officer

Name
Gary Peters
Title
Trustee
Phone
7075297997
Signed
2024-03-24
Discuss with paid preparer
No

Preparer

Firm
Follen and Company
Address
1803 Orchard Street, Santa Rosa, CA 95404
Preparer
Gary W Peters
Phone
7074844990
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity CHARITABLE Grantee MAKE-A-WISH GREATER BAY AREA Street 1333 BROADWAY, SUITE 200 City, State, Zip Oakland, CA 94612-1902Relationship SUPPORTED CHARITABLE ORGANIZATION Amount 5,000Activity CHARITABLE Grantee CANINE COMPANIONS FOR INDEPENDENCE Street 2965 DUTTON AVE City, State, Zip Santa Rosa, CA 95407-5711Relationship SUPPORTED CHARITABLE ORGANIZATION Amount 7,000Activity CHARITABLE Grantee ST JUDE CHILDRENS RESEARCH HOSPITALStreet 262 DANNY THOMAS PLACE City, State, Zip Memphis, TN 38105-3678Relationship SUPPORTED CHARITABLE ORGANIZATION Amount 5,000Activity CHARITABLE Grantee ALL GRANTS LESS THAN 5000 Street PO BOX 2782 City, State, Zip Guerneville, CA 95446Relationship SUPPORTED CHARITABLE ORGANIZATIONS Amount 13,000AMOUNTS PAID TO QUALIFIED CHARITABLE ORGANIZATIONS $30,000

Raw XML Appendix121 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Guerneville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0954462782
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0496903
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORTING OTHER CHARITABLE ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORTING OTHER CHARITABLE ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt030000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033939
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt012683
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt045000
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt012683
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IRS990ScheduleA/InvestmentIncomeCYPct01.00000
IRS990ScheduleA/InvestmentIncomePYPct01.00000
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt057683
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity CHARITABLE Grantee MAKE-A-WISH GREATER BAY AREA Street 1333 BROADWAY, SUITE 200 City, State, Zip Oakland, CA 94612-1902Relationship SUPPORTED CHARITABLE ORGANIZATION Amount 5,000Activity CHARITABLE Grantee CANINE COMPANIONS FOR INDEPENDENCE Street 2965 DUTTON AVE City, State, Zip Santa Rosa, CA 95407-5711Relationship SUPPORTED CHARITABLE ORGANIZATION Amount 7,000Activity CHARITABLE Grantee ST JUDE CHILDRENS RESEARCH HOSPITALStreet 262 DANNY THOMAS PLACE City, State, Zip Memphis, TN 38105-3678Relationship SUPPORTED CHARITABLE ORGANIZATION Amount 5,000Activity CHARITABLE Grantee ALL GRANTS LESS THAN 5000 Street PO BOX 2782 City, State, Zip Guerneville, CA 95446Relationship SUPPORTED CHARITABLE ORGANIZATIONS Amount 13,000AMOUNTS PAID TO QUALIFIED CHARITABLE ORGANIZATIONS $30,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
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ReturnHeader/Filer/BusinessNameControlTxt0MILT
ReturnHeader/Filer/EIN0464258825
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2782
ReturnHeader/Filer/USAddress/CityNm0Guerneville
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ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary W Peters
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-04-14T14:25:13-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PETERS
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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