Civic Intelligence

Episcopal Communities & Services

990 • Fiscal year 2015 • EIN 47-1102014

Jul 01, 2014 to Jun 30, 2015 • Filed on May 09, 2016

Organization ProfileWWW.SOPHIEMILLERFOUNDATION.ORG
1111 South Arroyo Parkway No 230Pasadena, CA 91105

(626) 403-5880

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

Higher debt load relative to assets than 4% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

12th percentile

0.05x

Higher debt load relative to revenue than 12% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Net Margin

1st percentile

-371%

Higher net margin than 1% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2014 to 2015

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$27,132,070

Up $27,132,070 from 2014

Net Assets

Up

$27,100,469

Up $27,100,469 from 2014

Liabilities

Up

$31,601

Up $31,601 from 2014

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin1st percentile

Revenue

Up

$575,577

Up $575,577 from 2014

Expenses

Up

$2,708,519

Up $1,865,394 (+221%) from 2014

Net Income

Down

-$2,132,942

Down $1,289,817 (-153%) from 2014

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30M$20M$10M$0Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014Assets 2015: $27,132,070Liabilities 2015: $31,601Net Assets 2015: $27,100,4692015Assets 2016: $25,701,878Liabilities 2016: $51,626Net Assets 2016: $25,650,2522016Assets 2017: $26,877,305Liabilities 2017: $93,247Net Assets 2017: $26,784,0582017Assets 2018: $26,271,847Liabilities 2018: $106,653Net Assets 2018: $26,165,1942018Assets 2019: $24,217,125Liabilities 2019: $79,598Net Assets 2019: $24,137,5272019Assets 2020: $24,014,709Liabilities 2020: $106,102Net Assets 2020: $23,908,6072020Assets 2021: $23,720,929Liabilities 2021: $139,138Net Assets 2021: $23,581,7912021Assets 2022: $20,075,487Liabilities 2022: $25,424Net Assets 2022: $20,050,0632022Assets 2023: $21,935,253Liabilities 2023: $20,969Net Assets 2023: $21,914,2842023Assets 2024: $22,732,689Liabilities 2024: $5,324Net Assets 2024: $22,727,3652024

Highlighted filing

2015

Assets$27,132,070
Liabilities$31,601
Net Assets$27,100,469
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MRevenue 2014: $0Expenses 2014: $843,125Net Income 2014: -$843,1252014Revenue 2015: $575,577Expenses 2015: $2,708,519Net Income 2015: -$2,132,9422015Revenue 2016: $817,827Expenses 2016: $2,512,454Net Income 2016: -$1,694,6272016Revenue 2017: $1,906,422Expenses 2017: $1,739,031Net Income 2017: $167,3912017Revenue 2018: $1,834,445Expenses 2018: $1,578,835Net Income 2018: $255,6102018Revenue 2019: $821,336Expenses 2019: $1,376,260Net Income 2019: -$554,9242019Revenue 2020: $1,539,195Expenses 2020: $1,503,671Net Income 2020: $35,5242020Revenue 2021: $7,708,589Expenses 2021: $1,687,463Net Income 2021: $6,021,1262021Revenue 2022: $1,073,548Expenses 2022: $61,083Net Income 2022: $1,012,4652022Revenue 2023: $804,231Expenses 2023: $41,176Net Income 2023: $763,0552023Revenue 2024: $894,497Expenses 2024: $33,809Net Income 2024: $860,6882024

Highlighted filing

2015

Revenue$575,577
Expenses$2,708,519
Net Income-$2,132,942
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 9, 2016
Return Version
2014v6.0
Gross Receipts
$2,890,794
Mission and Program Overview

Mission

The sophie miller foundation (smf) creates exceptional communities and services for seniors.

The foundation supports vibrant community for seniors through benevolence and innovation

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$22,262,904-
Savings and Temporary Cash Investments-$3,158,613-
Cash and Non-Interest-Bearing Accounts-$937,345-
Pledges and Grants Receivable-$747,596-
Total Assets$0$27,132,070▲ $27,132,070
Other Assets Total$0$25,612▲ $25,612
Liabilities
Other Liabilities$0$26,883▲ $26,883
Accounts Payable and Accrued Expenses-$4,718-
Total Liabilities$0$31,601▲ $31,601
Net Assets / Fund Balance
Unrestricted Net Assets-$23,359,010-
Permanently Rstr Net Assets-$1,977,507-
Temporarily Rstr Net Assets-$1,763,952-
Total Net Assets Fund Balance$0$27,100,469▲ $27,100,469
Total Liabilities and Net Assets / Fund Balance$0$27,132,070▲ $27,132,070

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014-$26,110,732▼ $185,114$795,655$25,081,376
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Richard Patterson JrChair
Martha TamburranoPresident/CEO
Cathy ClementVice Chair
Nancy GoodellBoard of Trustees
James S RothrockCFO
Sherman TelleenSecretary-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$354,553
Program Service Revenue
$0
Investment Income
$221,024
Other Revenue
$0
All Other Contributions
$354,553
Change in Net Assets
$-2,132,942

Audited Revenue Reconciliation

Revenue per Audited Statements
$575,577
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-441,830
Total Revenue per Audited Statements
$133,747
Total Revenue per Form 990
$575,577
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,512,281
Total Fundraising Expense$114,306
Salaries, Compensation, and Employee Benefits$101,529
Other Expenses$94,709
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,512,281--$2,512,281
Other Salaries and Wages-$6,939$62,447$69,386
Fees for Service Investment Mgmnt Fees-$36,805-$36,805
Other Employee Benefits-$1,799$16,187$17,986
Fees for Services Accounting-$11,700-$11,700
All Other Expenses-$5,613$2,875$8,488
Pension Plan Contributions-$736$6,625$7,361
Payroll Taxes-$680$6,116$6,796
Fees for Services Legal-$5,640$993$6,633
Advertising-$601$5,411$6,012
Travel-$426$3,837$4,263
Other Expenses-$320$2,858$3,178
Total Functional Expenses$2,512,281$81,932$114,306$2,708,519

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,708,519
Total Expenses per Audited Statements$2,708,519
Total Expenses per Form 990$2,708,519
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Episcopal Communities & Services for SeniorsPasadena, CA501(c)(3)To Provide Benevolence Support, Capital Support, and Program Service Funds.$2,437,145
Community Housing Management ServicesPasadena, CA501(c)(3)To Provide Support for Property Management Services, Wellness Programing and Other Support.$75,136
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Parties$26,883
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The form 990 is prepared by an outside cpa firm and presented to the board of trustees. The board of trustees review the form 990 and approve the filing.”

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

“At least annually, the audit committee examines completed conflict of interest statements and recommends to the board any action needed to comply with legal requirements or foundation policy regarding conflicts of interest.”

Form 990, Part VI, Section C, Line 19

“The form 990 is available upon request and at the attorney general's website. The governing/organization documents, financial statements, and written conflict of interest policy are also available upon request.”

Filing and Contact Details

Filer

Filer Name
Sophie Miller Foundation
EIN
47-1102014
Phone
6264035880
Address
1111 SOUTH ARROYO PARKWAY NO 230, PASADENA, CA 91105

Signing Officer

Name
James Rothrock
Title
President & CEO
Phone
6264035880
Signed
2016-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Rothrock
Formed
2014
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
4
Employees
0
Volunteers
15

Preparer

Firm
Martin Werbelow Llp
Address
300 N LAKE AVE SUITE 930, PASADENA, CA 91101-4106
Preparer
Erich Rail
Phone
6265771440
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Transfer of net assets from related parties 29,675,241. Change in value of split interest agreements -2,311.”

Form 990 Part XII Line 2C

“The organization has not changed its process for selecting an independent accountant or oversight of the audit of the financial statements.”

Financial Statement Notes

PART V, LINE 4:

“The sophie miller foundation uses the endowment funds to maintain the level of programs and services provided by episcopal communities & services for seniors.”

PART X, LINE 2:

“Smf considers many factors when evaluating and estimating its tax positions and tax benefits, which may require periodic adjustments and which may not accurately anticipate actual outcomes. Smf evaluates its uncertain tax positions using the provisions in conformity with u.s. Gaap. These standards require management to perform an evaluation of all income tax positions taken, or expected to be taken in the course of preparing smf's tax returns. Management believes the tax positions taken more likely than not will be sustained under examination by the applicable tax authorities. Examples of tax positions include the tax-exempt status of smf and various positions related to the potential sources of unrelated business taxable income. Since tax matters are subject to some degree of uncertainty, there can be no assurance that the taxing authorities will not challenge smf's tax returns, or that smf will not be subject to additional tax, penalties, and interest as a result of such challenge. Generally, smf's tax returns remain open for three years for federal tax examination and four years for state tax examination.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in value on split interest agreements -2,311.”

Raw XML AppendixShowing 400 of 496 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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IRS990/Form990PartVIISectionAGrp/PersonNm0RICHARD PATTERSON JR
IRS990/Form990PartVIISectionAGrp/PersonNm1CATHY CLEMENT
IRS990/Form990PartVIISectionAGrp/PersonNm2SHERMAN TELLEEN
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IRS990/ProgSrvcAccomActy2Grp/Desc0SMF PROVIDED $800,000 TOWARD ECS FACILITIES. THESE DESIGNATED FUNDS WERE DISBURSED FOR THE DEVELOPMENT OF A NEW COMMUNITY. THE RESTRICTED FUNDS WERE DISBURSED TO FUND SPECIAL CAPITAL PROJECTS ON THE CAMPUSES, CONSISTENT WITH DONOR INTENT.
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt0800000
IRS990/ProgSrvcAccomActy3Grp/Desc0SMF PROVIDED $75,136 TO SUPPORT COMMUNITY HOUSING MANAGEMENT SERVICES, AN AFFILIATE THAT PROVIDES PROPERTY MANAGEMENT SERVICES, WELLNESS PROGRAMMING AND OTHER SUPPORT TO AFFORDABLE HOUSING COMMUNITIES SERVING LOW-INCOME OLDER ADULTS IN SOUTHERN CALIFORNIA.SMF ALSO PROVIDED $80,000 TO SUPPORT THE PASADENA VILLAGE, A SEPARATE 501(C)(3) ORGANIZATION DEDICATED TO MAKING IT EASIER, SAFER AND MORE SATISFYING FOR OLDER ADULTS TO REMAIN IN THEIR HOMES THROUGHOUT THE PASADENA AREA AS THEY AGE. SMF PROVIDED $42,306 TOWARD PROGRAMS TO BENEFIT ECS RESIDENTS, INCLUDING EXERCISE CLASSES, ART INSTRUCTION, CONCERTS, AND OTHER ENRICHING ACTIVITIES.SMF ALSO PROVIDED $57,268 TOWARD THE BY YOUR SIDE PROGRAM TO SUPPORT END-OF-LIFE VIGIL COMPANIONS.IN ADDITION, SMF PROVIDED $47,281 TOWARD PROGRAMS TO BENEFIT ECS EMPLOYEES, PROVIDING FINANCIAL ASSISTANCE FOR EMPLOYEE EDUCATION OPPORTUNITIES AS WELL AS EMERGENCY FUNDS THROUGH THE STAFF ASSISTANCE FUND FOR EMERGENCIES ("SAFE").
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0301991
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0301991
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0784446
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt019303
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-843125
IRS990/PYSalariesCompEmpBnftPaidAmt039376
IRS990/PYTotalExpensesAmt0843125
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt00
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-2132942
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03158613
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0951642373
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt02512281
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt02512281
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.91430
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt048587
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt026110732
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt025081376
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-185114
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0795655
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02708519
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-439519
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt026883
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED PARTIES
IRS990ScheduleD/OtherRevenueAmt0-2311
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.07880
IRS990ScheduleD/RevenueNotReportedAmt0-441830
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0575577
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SOPHIE MILLER FOUNDATION USES THE ENDOWMENT FUNDS TO MAINTAIN THE LEVEL OF PROGRAMS AND SERVICES PROVIDED BY EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1SMF CONSIDERS MANY FACTORS WHEN EVALUATING AND ESTIMATING ITS TAX POSITIONS AND TAX BENEFITS, WHICH MAY REQUIRE PERIODIC ADJUSTMENTS AND WHICH MAY NOT ACCURATELY ANTICIPATE ACTUAL OUTCOMES. SMF EVALUATES ITS UNCERTAIN TAX POSITIONS USING THE PROVISIONS IN CONFORMITY WITH U.S. GAAP. THESE STANDARDS REQUIRE MANAGEMENT TO PERFORM AN EVALUATION OF ALL INCOME TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING SMF'S TAX RETURNS. MANAGEMENT BELIEVES THE TAX POSITIONS TAKEN MORE LIKELY THAN NOT WILL BE SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAX AUTHORITIES. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF SMF AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME. SINCE TAX MATTERS ARE SUBJECT TO SOME DEGREE OF UNCERTAINTY, THERE CAN BE NO ASSURANCE THAT THE TAXING AUTHORITIES WILL NOT CHALLENGE SMF'S TAX RETURNS, OR THAT SMF WILL NOT BE SUBJECT TO ADDITIONAL TAX, PENALTIES, AND INTEREST AS A RESULT OF SUCH CHALLENGE. GENERALLY, SMF'S TAX RETURNS REMAIN OPEN FOR THREE YEARS FOR FEDERAL TAX EXAMINATION AND FOUR YEARS FOR STATE TAX EXAMINATION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2CHANGE IN VALUE ON SPLIT INTEREST AGREEMENTS -2,311.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00690
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt02708519
IRS990ScheduleD/TotalLiabilityAmt026883
IRS990ScheduleD/TotalRevenuePerForm990Amt0575577
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0133747
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02708519
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt02437145
IRS990ScheduleI/RecipientTable/CashGrantAmt175136
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE BENEVOLENCE SUPPORT, CAPITAL SUPPORT, AND PROGRAM SERVICE FUNDS.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO PROVIDE SUPPORT FOR PROPERTY MANAGEMENT SERVICES, WELLNESS PROGRAMING AND OTHER SUPPORT.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1COMMUNITY HOUSING MANAGEMENT SERVICES
IRS990ScheduleI/RecipientTable/RecipientEIN0951642373
IRS990ScheduleI/RecipientTable/RecipientEIN1330204306
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01111 S ARROYO PARKWAY STE 230
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11111 S ARROYO PARKWAY STE 230
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PASADENA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1PASADENA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd091105
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd191105
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE SOPHIE MILLER FOUNDATION IS A SUPPORTING ORGANIZATION FOR EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS AND ITS SUBSIDIARIES AS INDICATED IN SCHEDULE R. THE SOPHIE MILLER FOUNDATION'S BOARD OF TRUSTEES REVIEWS AND APPROVES ALL GRANTS AND OTHER SUPPORT FOR EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS AND ITS SUBSIDIARIES. REPORTS DETAILING THE USE OF GRANTS AND OTHER SUPPORT ARE MADE BY EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS TO THE SOPHIE MILLER FOUNDATION'S BOARD OF TRUSTEES ON A REGULAR BASIS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PREPARED BY AN OUTSIDE CPA FIRM AND PRESENTED TO THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES REVIEW THE FORM 990 AND APPROVE THE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AT LEAST ANNUALLY, THE AUDIT COMMITTEE EXAMINES COMPLETED CONFLICT OF INTEREST STATEMENTS AND RECOMMENDS TO THE BOARD ANY ACTION NEEDED TO COMPLY WITH LEGAL REQUIREMENTS OR FOUNDATION POLICY REGARDING CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS AVAILABLE UPON REQUEST AND AT THE ATTORNEY GENERAL'S WEBSITE. THE GOVERNING/ORGANIZATION DOCUMENTS, FINANCIAL STATEMENTS, AND WRITTEN CONFLICT OF INTEREST POLICY ARE ALSO AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRANSFER OF NET ASSETS FROM RELATED PARTIES 29,675,241. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -2,311.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HAS NOT CHANGED ITS PROCESS FOR SELECTING AN INDEPENDENT ACCOUNTANT OR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990 PART XII LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0SOPHIE MILLER FOUNDATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0T
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0PROVIDE SUPPORT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0CHARITABLE GIFT ANNUITIES (2)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1COMMUNITY HOUSING MANAGEMENT SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2MONTECEDRO INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0951642373
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1330204306
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2270707394
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROMOTES HEALTH AND WELL BEING OF OLDER ADULTS THRU CARE, SERVICES & HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PROVIDES SERVICES TO AFFORDABLE SENIOR AND DISABLED HOUSING FACILITIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2DEVELOPS AND OPERATES HOUSING SPECIALLY DESIGNED FOR OLDER ADULTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01111 S ARROYO PARKWAY STE 230
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11111 S ARROYO PARKWAY STE 230
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt21111 S ARROYO PARKWAY STE 230
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PASADENA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1PASADENA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2PASADENA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd091105
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd191105

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,132,070
Liabilities
$31,601
Net assets
$27,100,469
Revenue
$575,577
Expenses
$2,708,519
Net income
-$2,132,942
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.7$0.01$22.7$0.89$0.03$0.86
2023Detailed filing. Detailed filing data is available for this year.$21.9$0.02$21.9$0.80$0.04$0.76
2022Detailed filing. Detailed filing data is available for this year.$20.1$0.03$20.1$1.07$0.06$1.01
2021Detailed filing. Detailed filing data is available for this year.$23.7$0.14$23.6$7.71$1.69$6.02
2020Detailed filing. Detailed filing data is available for this year.$24.0$0.11$23.9$1.54$1.50$0.04
2019Summary only. Only limited summary data is available for this year.$24.2$0.08$24.1$0.82$1.38$0.55
2018Detailed filing. Detailed filing data is available for this year.$26.3$0.11$26.2$1.83$1.58$0.26
2017Detailed filing. Detailed filing data is available for this year.$26.9$0.09$26.8$1.91$1.74$0.17
2016Detailed filing. Detailed filing data is available for this year.$25.7$0.05$25.7$0.82$2.51$1.69
2015Detailed filing. Detailed filing data is available for this year.$27.1$0.03$27.1$0.58$2.71$2.13
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.84$0.84