Civic Intelligence

Episcopal Communities & Services

990 • Fiscal year 2016 • EIN 47-1102014

Jul 01, 2015 to Jun 30, 2016 • Filed on Apr 25, 2017

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

(626) 403-5400

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

Higher debt load relative to assets than 5% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

13th percentile

0.06x

Higher debt load relative to revenue than 13% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Net Margin

2nd percentile

-207%

Higher net margin than 2% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

84th percentile

$508,041

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 62.1% of source-year revenue.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Asset Growth

15th percentile

-5.3%

Faster asset growth than 15% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

90th percentile

42%

Faster revenue growth than 90% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets5th percentile

Assets

Down

$25,701,878

Down $1,430,192 (-5.3%) from 2015

Net Assets

Down

$25,650,252

Down $1,450,217 (-5.4%) from 2015

Liabilities

Up

$51,626

Up $20,025 (+63%) from 2015

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin2nd percentile

Revenue

Up

$817,827

Up $242,250 (+42%) from 2015

Expenses

Down

$2,512,454

Down $196,065 (-7.2%) from 2015

Net Income

Up

-$1,694,627

Up $438,315 (+21%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2016

Assets$25,701,878
Liabilities$51,626
Net Assets$25,650,252
Open 2016 Filing

Operations Trend

Revenue Growth90th 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

2016

Revenue$817,827
Expenses$2,512,454
Net Income-$1,694,627
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Apr 25, 2017
Return Version
2015v3.0
Gross Receipts
$17,598,766
Mission and Program Overview

Mission

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

Sophie miller foundation supports vibrant community for seniors through benevolence and innovation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$22,262,904$21,048,524▼ $1,214,380
Savings and Temporary Cash Investments$3,158,613$2,638,795▼ $519,818
Other Notes and Loans Receivable, Net-$794,936-
Cash and Non-Interest-Bearing Accounts$937,345$585,190▼ $352,155
Pledges and Grants Receivable$747,596$572,354▼ $175,242
Total Assets$27,132,070$25,701,878▼ $1,430,192
Other Assets Total$25,612$62,079▲ $36,467
Liabilities
Other Liabilities$26,883$43,508▲ $16,625
Accounts Payable and Accrued Expenses$4,718$8,118▲ $3,400
Total Liabilities$31,601$51,626▲ $20,025
Net Assets / Fund Balance
Unrestricted Net Assets$23,359,010$21,872,890▼ $1,486,120
Permanently Rstr Net Assets$1,977,507$2,002,666▲ $25,159
Temporarily Rstr Net Assets$1,763,952$1,774,696▲ $10,744
Total Net Assets Fund Balance$27,100,469$25,650,252▼ $1,450,217
Total Liabilities and Net Assets / Fund Balance$27,132,070$25,701,878▼ $1,430,192

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$25,081,376$693,491▲ $319,263$2,008,353$23,959,406
2014-$26,110,732▼ $185,114$795,655$25,081,376
Compensation and Service Providers
Top Officer Pay84th percentile

Board Members and Trustees

NameTitle
Richard Patterson JrChair
James S RothrockPresident/CEO (from Jan 2016)
Martha TamburranoPresident/CEO (until Dec 2015)
Cathy ClementVice Chair
Nancy GoodellBoard of Trustees
Megan Cooper From Jan 2016Director
Terry Knowles From Jan 2016Director
Sherman TelleenSecretary-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$451,890
Program Service Revenue
$0
Investment Income
$365,937
Other Revenue
$0
All Other Contributions
$451,890
Change in Net Assets
$-1,694,627

Audited Revenue Reconciliation

Revenue per Audited Statements
$817,827
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-62,359
Total Revenue per Audited Statements
$755,468
Total Revenue per Form 990
$817,827
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,235,763
Other Expenses$179,284
Total Fundraising Expense$121,893
Salaries, Compensation, and Employee Benefits$97,407
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,235,763--$2,235,763
Fees for Service Investment Mgmnt Fees-$114,249-$114,249
Other Salaries and Wages-$6,777$60,993$67,770
Other Employee Benefits-$2,062$18,558$20,620
Fees for Services Accounting-$13,700-$13,700
All Other Expenses-$837$7,528$8,365
Payroll Taxes-$650$5,847$6,497
Other Expenses-$440$3,979$4,419
Travel-$387$3,484$3,871
Advertising-$307$2,763$3,070
Pension Plan Contributions-$252$2,268$2,520
Fees for Services Legal-$159$1,433$1,592
Total Functional Expenses$2,235,763$154,798$121,893$2,512,454

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,512,454
Total Expenses per Audited Statements$2,512,454
Total Expenses per Form 990$2,512,454
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.$1,046,432
Montecedro IncPasadena, CA501(c)(3)To Provide Benevolence Support, Capital Support, and Program Service Funds.$1,005,444
Creative Housing & ServicesPasadena, CA501(c)(3)To Provide Support for Property Management Services, Wellness Programing and Other Support.$98,887
The Pasadena VillagePasadena, CA501(c)(3)To Provide Program Service Funds.$85,000
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$43,508
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Sophie miller foundation is a california nonprofit public benefit corporation organized with a sole controlling member,episcopal communities & services for seniors, a california nonprofit 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 11

“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 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
1111 SOUTH ARROYO PARKWAY NO 230, PASADENA, CA 91105

Signing Officer

Name
James Rothrock
Title
President & CEO
Phone
6264035400
Signed
2017-04-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Rothrock
Formed
2014
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
6
Employees
0
Volunteers
20

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 306,769. Change in value of split interest agreements -3,563.”

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 -3,563.”

Raw XML AppendixShowing 400 of 608 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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IRS990/Form990PartVIISectionAGrp/PersonNm2SHERMAN TELLEEN
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IRS990/Form990PartVIISectionAGrp/PersonNm4MARTHA TAMBURRANO
IRS990/Form990PartVIISectionAGrp/PersonNm5JAMES S ROTHROCK
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IRS990/Form990PartVIISectionAGrp/PersonNm7TERRY KNOWLES FROM JAN 2016
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IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/FundraisingAmt010571
IRS990/OtherExpensesGrp/FundraisingAmt14469
IRS990/OtherExpensesGrp/FundraisingAmt23979
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt013306
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11175
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2497
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3440
IRS990/OtherExpensesGrp/TotalAmt013306
IRS990/OtherExpensesGrp/TotalAmt111746
IRS990/OtherExpensesGrp/TotalAmt24966
IRS990/OtherExpensesGrp/TotalAmt34419
IRS990/OtherLiabilitiesGrp/BOYAmt026883
IRS990/OtherLiabilitiesGrp/EOYAmt043508
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt060993
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt06777
IRS990/OtherSalariesAndWagesGrp/TotalAmt067770
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0794936
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt05847
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0650
IRS990/PayrollTaxesGrp/TotalAmt06497
IRS990/PensionPlanContributionsGrp/FundraisingAmt02268
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0252
IRS990/PensionPlanContributionsGrp/TotalAmt02520
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01977507
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02002666
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0747596
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0572354
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JAMES ROTHROCK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SMF PROVIDED $1,068,139 TOWARD ECS FACILITIES. ESC RECEIVED $63,139 WHICH WAS DISBURSED TO FUND SPECIAL CAPITAL PROJECTS ON ITS RELATED CAMPUSES. MONTECEDRO, INC., A NEW ECS RELATED COMMUNITY, RECEIVED $1,005,000 IN ORDER TO COMPLETE CAPITAL PROJECTS ON ITS CAMPUS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01068139
IRS990/ProgSrvcAccomActy2Grp/GrantAmt01068139
IRS990/ProgSrvcAccomActy3Grp/Desc0SMF PROVIDED $98,438 TO SUPPORT CREATIVE HOUSING & 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 PROVIDED $85,000 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 $39,738 TOWARD PROGRAMS TO BENEFIT ECS RESIDENTS, INCLUDING EXERCISE CLASSES, ART INSTRUCTION, CONCERTS, AND OTHER ENRICHING ACTIVITIES.SMF ALSO PROVIDED $42,896 TOWARD THE BY YOUR SIDE PROGRAM TO SUPPORT END-OF-LIFE VIGIL COMPANIONS.IN ADDITION, SMF PROVIDED $27,337 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/ExpenseAmt0293409
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0293409
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0354553
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02512281
IRS990/PYInvestmentIncomeAmt0221024
IRS990/PYOtherExpensesAmt094709
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-2132942
IRS990/PYSalariesCompEmpBnftPaidAmt0101529
IRS990/PYTotalExpensesAmt02708519
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0575577
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-1694627
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03158613
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02638795
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 SENIORS (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/FormAndLineReferenceDesc0PART 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/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd21
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd19
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd29
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01131432
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt198887
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt21005444
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1CREATIVE HOUSING & SERVICES
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2MONTECEDRO INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt02235763
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/BoardDesignatedBalanceEOYPct00.90880
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0126371
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt025081376
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0693491
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt023959406
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0319263
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt02008353
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt048587
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt026110732
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt025081376
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-185114
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0795655
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02512454
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-58796
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt043508
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED PARTIES
IRS990ScheduleD/OtherRevenueAmt0-3563
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.08360
IRS990ScheduleD/RevenueNotReportedAmt0-62359
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0817827
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 -3,563.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00760
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt02512454
IRS990ScheduleD/TotalLiabilityAmt043508
IRS990ScheduleD/TotalRevenuePerForm990Amt0817827
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0755468
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02512454
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt01046432
IRS990ScheduleI/RecipientTable/CashGrantAmt198887
IRS990ScheduleI/RecipientTable/CashGrantAmt21005444
IRS990ScheduleI/RecipientTable/CashGrantAmt385000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(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/PurposeOfGrantTxt2TO PROVIDE BENEVOLENCE SUPPORT, CAPITAL SUPPORT, AND PROGRAM SERVICE FUNDS.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3TO PROVIDE PROGRAM SERVICE FUNDS.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CREATIVE HOUSING & SERVICES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2MONTECEDRO INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3THE PASADENA VILLAGE
IRS990ScheduleI/RecipientTable/RecipientEIN0951642373
IRS990ScheduleI/RecipientTable/RecipientEIN1330204306
IRS990ScheduleI/RecipientTable/RecipientEIN2270707394
IRS990ScheduleI/RecipientTable/RecipientEIN3453773041
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01111 S ARROYO PARKWAY STE 230
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11111 S ARROYO PARKWAY STE 230
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21111 S ARROYO PARKWAY STE 230
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3236 W MOUNTAIN STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PASADENA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1PASADENA
IRS990ScheduleI/RecipientTable/USAddress/CityNm2PASADENA
IRS990ScheduleI/RecipientTable/USAddress/CityNm3PASADENA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd091105
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd191105
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd291105
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd391103

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,701,878
Liabilities
$51,626
Net assets
$25,650,252
Revenue
$817,827
Expenses
$2,512,454
Net income
-$1,694,627
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