Civic Intelligence

Episcopal Communities & Services

990 • Fiscal year 2018 • EIN 47-1102014

Jul 01, 2017 to Jun 30, 2018 • Filed on May 10, 2019

Organization ProfileWWW.SOPHIEMILLERFOUNDATION.ORG
605 E Huntington Drive No 207Monrovia, CA 91016

(626) 403-5400

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.06x

Higher debt load relative to revenue than 14% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

72nd percentile

14%

Higher net margin than 72% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

84th percentile

$512,425

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 27.9% of source-year revenue.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

27th percentile

-2.3%

Faster asset growth than 27% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

24th percentile

-3.8%

Faster revenue growth than 24% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets7th percentile

Assets

Down

$26,271,847

Down $605,458 (-2.3%) from 2017

Net Assets

Down

$26,165,194

Down $618,864 (-2.3%) from 2017

Liabilities

Up

$106,653

Up $13,406 (+14%) from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin72nd percentile

Revenue

Down

$1,834,445

Down $71,977 (-3.8%) from 2017

Expenses

Down

$1,578,835

Down $160,196 (-9.2%) from 2017

Net Income

Up

$255,610

Up $88,219 (+53%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

2018

Assets$26,271,847
Liabilities$106,653
Net Assets$26,165,194
Open 2018 Filing

Operations Trend

Revenue Growth24th percentile

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

2018

Revenue$1,834,445
Expenses$1,578,835
Net Income$255,610
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 10, 2019
Return Version
2017v2.3
Gross Receipts
$3,256,357
Mission and Program Overview

Mission

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

Sophie miller foundation (smf) was organized on february 3, 2014 as a supporting organization in order to enhance its fundraising efforts and to oversee the investment and distribution of its restricted and unrestricted donor funds. Smf was established by episcopal communities and services for seniors (ecs), exclusively for the benefit of, to perform the functions of, and to carry out the purposes of ecs and its subsidiaries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$21,010,700$15,254,122▼ $5,756,578
Savings and Temporary Cash Investments$2,441,872$7,062,333▲ $4,620,461
Other Notes and Loans Receivable, Net$1,885,857$3,038,066▲ $1,152,209
Cash and Non-Interest-Bearing Accounts$977,773$889,657▼ $88,116
Pledges and Grants Receivable$530,725$7,500▼ $523,225
Prepaid Expenses and Deferred Charges$2,000$0▼ $2,000
Total Assets$26,877,305$26,271,847▼ $605,458
Other Assets Total$28,378$20,169▼ $8,209
Liabilities
Other Liabilities$92,828$106,082▲ $13,254
Accounts Payable and Accrued Expenses$419$571▲ $152
Total Liabilities$93,247$106,653▲ $13,406
Net Assets / Fund Balance
Unrestricted Net Assets$22,602,171$22,503,869▼ $98,302
Permanently Rstr Net Assets$2,062,945$2,072,945▲ $10,000
Temporarily Rstr Net Assets$2,118,942$1,588,380▼ $530,562
Total Net Assets Fund Balance$26,784,058$26,165,194▼ $618,864
Total Liabilities and Net Assets / Fund Balance$26,877,305$26,271,847▼ $605,458

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$24,966,230$160,740▲ $1,133,068$1,185,547$24,984,833
2016$23,959,404$371,017▲ $1,897,335$1,152,749$24,966,230
2015$25,081,376$693,491▲ $319,263$2,008,355$23,959,404
2014-$26,110,732▼ $185,114$795,655$25,081,376
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Susan HixonDirector of Dev. & CommFT$145,035$145,035

Board Members and Trustees

NameTitle
Richard Patterson JrChair
James S RothrockPresident & CEO
Cathy ClementVice Chair
Nancy GoodellBoard of Trustees
Megan CooperDirector
Rebecca J ThyneDirector
Terry KnowlesDirector
Sherman TelleenSecretary-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$334,415
Program Service Revenue
$0
Investment Income
$1,500,030
Other Revenue
$0
All Other Contributions
$334,415
Change in Net Assets
$255,610

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,821,211
Revenue Not Reported on Financial Statements
$13,234
Revenue Not Reported on Form 990
$-351,249
Total Revenue per Audited Statements
$1,469,962
Total Revenue per Form 990
$1,834,445
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,230,738
Total Fundraising Expense$208,233
Other Expenses$189,671
Salaries, Compensation, and Employee Benefits$158,426
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,230,738--$1,230,738
Other Salaries and Wages-$11,472$103,244$114,716
Fees for Service Investment Mgmnt Fees-$91,270-$91,270
Fees for Services Other-$5,312$47,808$53,120
Other Employee Benefits-$2,883$25,950$28,833
Fees for Services Accounting-$18,250-$18,250
All Other Expenses-$8,123$8,252$16,375
Payroll Taxes-$1,026$9,234$10,260
Pension Plan Contributions-$462$4,155$4,617
Other Expenses$0$447$4,027$4,474
Fees for Services Legal-$405$3,642$4,047
Travel-$120$1,079$1,199
Advertising-$94$842$936
Total Functional Expenses$1,230,738$139,864$208,233$1,578,835

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,578,835
Expenses per Audited Statements$1,565,601
Total Expenses per Audited Statements$1,565,601
Expenses Not Reported on Financial Statements$13,234
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Episcopal Communities & Services for SeniorsMonrovia, CA501(c)(3)To Provide Benevolence Support, Capital Support, and Program Service Funds$1,072,313
Creative Housing & ServicesMonrovia, CA501(c)(3)To Provide Support for Property Mgmt Services, Wellness Programing & Other$143,983
Montecedro IncMonrovia, CA501(c)(3)To Provide Benevolence Support, Capital Support, and Program Service Funds.$14,442
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$106,082
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Sophie miller foundation is a california non-profit public benefit corporation organized with a sole controlling member, episcopal communities & services for seniors, a california non-profit public benefit corporation.”

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

“The sole member of sophie miller foundation has the right to elect the board of directors as well as appoint the chief executive officer.”

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

“The sole member of the sophie miller foundation has reserved the right to make all high level governance decisions such as approval of indebtedness, real property transactions, mission and long ranging planning, as well as the appointment of independent auditors and corporate counsel.”

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

“The form 990 is prepared by an outside cpa firm and presented to the board of trustees. The board of trustees reviews 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 18

“The organization's form 990 is available upon request, at the attorney general's website, and on guidestar.”

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
6264035400
Address
605 E HUNTINGTON DRIVE NO 207, MONROVIA, CA 91016

Signing Officer

Name
James S Rothrock
Title
President & CEO
Phone
6264035400
Signed
2019-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James S Rothrock
Formed
2014
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
7
Employees
2
Volunteers
20

Preparer

Firm
Moss Adams Llp
Address
10960 WILSHIRE BLVD SUITE 1100, LOS ANGELES, CA 90024
Preparer
Lauren a Haverlock
Phone
3104770450
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of split-interest agreements -5,464. Pledge receivable write-off -523,225.”

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 is organized as a nonprofit corporation under the general nonprofit corporation laws of the state of california and is exempt from federal income taxation under irc section 501(c)(3). Smf is classified as a supporting organization under irc section 509(a)(3). Nonprofit organizations are generally not liable for taxes on income; therefore, no provision is made for such taxes in the financial statements, in accordance with u.s. Gaap. 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 of split-interest agreements -5,464.”

Raw XML AppendixShowing 400 of 604 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/ActivityOrMissionDesc0SOPHIE MILLER FOUNDATION (SMF) WAS ORGANIZED ON FEBRUARY 3, 2014 AS A SUPPORTING ORGANIZATION IN ORDER TO ENHANCE ITS FUNDRAISING EFFORTS AND TO OVERSEE THE INVESTMENT AND DISTRIBUTION OF ITS RESTRICTED AND UNRESTRICTED DONOR FUNDS. SMF WAS ESTABLISHED BY EPISCOPAL COMMUNITIES AND SERVICES FOR SENIORS (ECS), EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF ECS AND ITS SUBSIDIARIES.
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IRS990/Desc0SMF PROVIDED $815,371 IN BENEVOLENT SUPPORT TO EPISCOPAL COMMUNITIES& SERVICES FOR SENIORS (ECS) RESIDENTS WHO WERE UNABLE TO PAY THE FULLCOST OF THE ACCOMMODATIONS, CARE AND SERVICES PROVIDED THEM. DURINGFISCAL YEAR 2018, ECS PROVIDED CHARITABLE CARE TO 7 INDEPENDENT LIVINGRESIDENTS, 13 ASSISTED LIVING RESIDENTS, AND 14 SKILLED NURSINGRESIDENTS - A TOTAL OF 33 INDIVIDUALS.
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IRS990/Form990PartVIISectionAGrp/PersonNm0JAMES S ROTHROCK
IRS990/Form990PartVIISectionAGrp/PersonNm1RICHARD PATTERSON JR
IRS990/Form990PartVIISectionAGrp/PersonNm2CATHY CLEMENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY-TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD OF TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR OF DEV. & COMM
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IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE SOPHIE MILLER FOUNDATION (SMF) CREATES EXCEPTIONAL COMMUNITIES AND SERVICES FOR SENIORS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt026784058
IRS990/NetAssetsOrFundBalancesEOYAmt026165194
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0788976
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0788976
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-345785
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt028378
IRS990/OtherAssetsTotalGrp/EOYAmt020169
IRS990/OtherChangesInNetAssetsAmt0-528689
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt025950
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02883
IRS990/OtherEmployeeBenefitsGrp/TotalAmt028833
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/FundraisingAmt04027
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0447
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/TotalAmt04474
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt092828
IRS990/OtherLiabilitiesGrp/EOYAmt0106082
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0103244
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt011472
IRS990/OtherSalariesAndWagesGrp/TotalAmt0114716
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt01885857
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt03038066
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt09234
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01026
IRS990/PayrollTaxesGrp/TotalAmt010260
IRS990/PensionPlanContributionsGrp/FundraisingAmt04155
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0462
IRS990/PensionPlanContributionsGrp/TotalAmt04617
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02062945
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02072945
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0530725
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt07500
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02000
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0JAMES S ROTHROCK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SMF PROVIDED $26,126 TOWARD ECS FACILITIES. ECS RECEIVED $26,126WHICH WAS DISBURSED TO FUND SPECIAL CAPITAL PROJECTS ON ITSRELATED CAMPUSES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt026126
IRS990/ProgSrvcAccomActy2Grp/GrantAmt026126
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0SMF PROVIDED $142,867 TO SUPPORT CREATIVE HOUSING & SERVICES,AN AFFILIATE THAT PROVIDES PROPERTY MANAGEMENT SERVICES,WELLNESS PROGRAMMING AND OTHER SUPPORT TO AFFORDABLEHOUSING COMMUNITIES SERVING LOW-INCOME OLDER ADULTS INSOUTHERN CALIFORNIA.SMF PROVIDED $80,000 TO ECS. ECS DISBURSED THE FUNDS TO SUPPORT THE PASADENA VILLAGE, A SEPARATE 501(C)(3)ORGANIZATION DEDICATED TO MAKING IT EASIER, SAFER, ANDMORE SATISFYING FOR OLDER ADULTS TO REMAIN IN THEIRHOMES THROUGHOUT THE PASADENA AREA AS THEY AGE.SMF PROVIDED $10,000 TO ECS. ECS DISBURSED THE FUNDS TOSUPPORT JUSTICE IN AGING, A SEPARATE 501(C)(3) ORGANIZATIONTHAT FIGHTS SENIOR POVERTY BY SECURING ACCESS TO AFFORDABLEHEALTH CARE AND ECONOMIC SECURITY FOR OLDER ADULTS WITHLIMITED RESOURCES.SMF PROVIDED $44,721 TOWARD PROGRAMS TO BENEFIT ECS RESIDENTS,INCLUDING EXERCISE CLASSES, ART INSTRUCTION, CONCERTS, AND OTHER.SMF ALSO PROVIDED $59,399 TOWARD THE BY YOUR SIDE PROGRAM TO SUPPORTEND-OF-LIFE VIGIL COMPANIONS.IN ADDITION, SMF PROVIDED $52,254 TOWARD PROGRAMS TO BENEFIT ECSEMPLOYEES, PROVIDING FINANCIAL ASSISTANCE FOR EMPLOYEEEDUCATION OPPORTUNITIES AS WELL AS EMERGENCY FUNDS THROUGHTHE STAFF ASSISTANCE FUND FOR EMERGENCIES ("SAFE").
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0389241
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0389241
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0868743
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01344227
IRS990/PYInvestmentIncomeAmt01037679
IRS990/PYOtherExpensesAmt0179046
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0167391
IRS990/PYSalariesCompEmpBnftPaidAmt0215758
IRS990/PYTotalExpensesAmt01739031
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01906422
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0255610
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02441872
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07062333
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd00
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/Form990ScheduleAPartVIGrp/ExplanationTxt0SOPHIE MILLER FOUNDATION (SMF) IS A SUPPORTING ORGANIZATION FOR EPISCOPAL COMMUNITIES & SERVICES FOR SENIOR (ECS) AND ITS SUBSIDIARIES AND AFFILIATED ORGANIZATIONS. ECS IS THE SPECIFIC MEMBER MENTIONED IN THE GOVERNING DOCUMENTS WHILE CREATIVE HOUSING & SERVICES (CHS) AND MONTECEDRO INC. (MCI) ARE ECS SUBSIDIARIES AND AFFILIATED MEMBERS ALL OF WHOM PROVIDE SENIOR RESIDENTIAL AND ASSISTED LIVING FACILITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART IV, SECTION A, LINE 1
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0951642373
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1330204306
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2270707394
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd10
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd20
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd110
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd210
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01072313
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1143983
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt214442
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1CREATIVE HOUSING & SERVICES
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2MONTECEDRO INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt01230738
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.89800
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt089658
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt024966230
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0160740
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt024984833
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01133068
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt01185547
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0108777
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt023959404
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0371017
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt024966230
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01897335
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt01152749
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0126371
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt025081376
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0693491
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt023959404
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0319263
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt02008355
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt048587
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt026110732
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt025081376
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-185114
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0795655
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt013234
IRS990ScheduleD/ExpensesSubtotalAmt01565601
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt013234
IRS990ScheduleD/InvestmentExpensesNotIncldAmt013234
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-345785
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0106082
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED PARTIES
IRS990ScheduleD/OtherRevenueAmt0-5464
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.08300
IRS990ScheduleD/RevenueNotReportedAmt0-351249
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt013234
IRS990ScheduleD/RevenueSubtotalAmt01821211
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 IS ORGANIZED AS A NONPROFIT CORPORATION UNDER THE GENERAL NONPROFIT CORPORATION LAWS OF THE STATE OF CALIFORNIA AND IS EXEMPT FROM FEDERAL INCOME TAXATION UNDER IRC SECTION 501(C)(3). SMF IS CLASSIFIED AS A SUPPORTING ORGANIZATION UNDER IRC SECTION 509(A)(3). NONPROFIT ORGANIZATIONS ARE GENERALLY NOT LIABLE FOR TAXES ON INCOME; THEREFORE, NO PROVISION IS MADE FOR SUCH TAXES IN THE FINANCIAL STATEMENTS, IN ACCORDANCE WITH U.S. GAAP. 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -5,464.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.01900
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01578835
IRS990ScheduleD/TotalLiabilityAmt0106082
IRS990ScheduleD/TotalRevenuePerForm990Amt01834445
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01469962
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01565601
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt01072313
IRS990ScheduleI/RecipientTable/CashGrantAmt1143983
IRS990ScheduleI/RecipientTable/CashGrantAmt214442
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE BENEVOLENCE SUPPORT, CAPITAL SUPPORT, AND PROGRAM SERVICE FUNDS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO PROVIDE SUPPORT FOR PROPERTY MGMT SERVICES, WELLNESS PROGRAMING & OTHER
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2TO PROVIDE BENEVOLENCE SUPPORT, CAPITAL SUPPORT, AND PROGRAM SERVICE FUNDS.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CREATIVE HOUSING & SERVICES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2MONTECEDRO INC
IRS990ScheduleI/RecipientTable/RecipientEIN0951642373
IRS990ScheduleI/RecipientTable/RecipientEIN1330204306
IRS990ScheduleI/RecipientTable/RecipientEIN2270707394
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0605 E HUNTINGTON DRIVE SUITE 207
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1605 E HUNTINGTON DRIVE SUITE 207
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2605 E HUNTINGTON DRIVE SUITE 207
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MONROVIA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1MONROVIA
IRS990ScheduleI/RecipientTable/USAddress/CityNm2MONROVIA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd091016

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,271,847
Liabilities
$106,653
Net assets
$26,165,194
Revenue
$1,834,445
Expenses
$1,578,835
Net income
$255,610
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