Civic Intelligence

Millwood Institute Inc

EIN 47-2801143 • 501(c)3 • Richmond, VA

Profile

Millwood institute is an educational and training program for ceo's and board chairs of nonprofit organizations.

12701 Crimson CourtRichmond, VA 23233

www.millwoodinstitute.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2018

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2018

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$1

Down $337 (-100%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $7,371 (-100%) from 2017

Expenses

Down

$338

Down $7,490 (-96%) from 2017

Net Income

Up

-$338

Up $119 (+26%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

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

$800$600$400$200$0Assets 2015: $145Liabilities 2015: $0Net Assets 2015: $1452015Assets 2016: $795Liabilities 2016: $0Net Assets 2016: $7952016Assets 2017: $338Liabilities 2017: $0Net Assets 2017: $3382017Assets 2018: $1Liabilities 2018: $02018

Highlighted filing

2018

Assets$1
Liabilities$0
Net Assets-
Open 2018 Filing

Operations Trend

Revenue Growth3rd percentile

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

$10K$5.0K$0-$5.0KRevenue 2015: $6,987Expenses 2015: $6,842Net Income 2015: $1452015Revenue 2016: $6,787Expenses 2016: $6,137Net Income 2016: $6502016Revenue 2017: $7,371Expenses 2017: $7,828Net Income 2017: -$4572017Revenue 2018: $0Expenses 2018: $338Net Income 2018: -$3382018

Highlighted filing

2018

Revenue$0
Expenses$338
Net Income-$338
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$1
Liabilities
$0
Net assets
-
Revenue
$0
Expenses
$338
Net income
-$338
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Summary only. Only limited summary data is available for this year.$1$0$0$338$338
2017Detailed filing. Detailed filing data is available for this year.$338$0$338$7,371$7,828$457
2016Detailed filing. Detailed filing data is available for this year.$795$0$795$6,787$6,137$650
2015Detailed filing. Detailed filing data is available for this year.$145$0$145$6,987$6,842$145
Latest Detailed Filing

The latest 2018 filing currently has summary financial data only. Showing the latest detailed filing from 2017 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 16, 2018
Return Version
2017v2.2
Gross Receipts
$7,371
Mission and Program Overview

Mission

Millwood institute is an educational and training program for ceo's and board chairs of nonprofit organizations.

Program Services

DescriptionGrantsExpenses
MILLWOOD INSTITUTE HELD IT'S FIRST CONFERENCE ON OCT. 4-6, 2015. THREE ORGANIZATIONS PARTICIPATED WITH THE CEO AND CHAIR OF THE BOARD FROM EACH IN ATTENDANCE. THE PROGRAM WAS DESIGNED TO PROVIDE NONPROFIT LEADERSHIP EDUCATION AND TO MAKE AVAILABLE OPPORTUNITIES FOR THE ORGANIZATIONS' LEADERSHIP TO LEARN FROM OTHER PARTICIPANTS AND TO COME TO KNOW EACH OTHER BETTER. THE FACILITIES AND PROGRAM WERE CONDUCIVE TO ACCOMPLISHING THESE GOALS. PARTICIPANTS HAVE EXPRESSED GREAT APPRECIATION FOR THE UNIQUE CHARACTER AND QUALITY OF THE EXPERIENCE, PROVIDING REAL HELP IN LEADING AND STRENGHTHENING THEIR NONPROFITS.$0$0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRYDON M DEWITTPresident-$0--
LOUIS M MARKWITHVice President-$0--
KATHLEEN BURKE BARRETTDirector-$0--
FRANCES C CALDWELLDirector-$0--
THOMAS G MCCARTYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Millwood Institute Inc
EIN
47-2801143
Phone
8043640145
Address
12701 CRIMSON COURT, RICHMOND, VA 23233

Signing Officer

Name
Louis M Markwith
Title
Vice-president
Phone
8042395303
Signed
2018-10-16
Discuss with paid preparer
Yes

Preparer

Firm
Stosch Dacey & George Pc
Address
4551 COX ROAD SUITE 110, GLEN ALLEN, VA 23060-6740
Preparer
Richard L George
Phone
8045277770
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: miscellaneous. Amount: 259.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: scc fee. Amount: 25. Description: conference expenses. Amount: 7,653. Description: miscellaneous. Amount: 150. Total to form 990-ez, line 16: 7,828.”

Raw XML Appendix161 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/OfficerDirectorTrusteeEmplGrp/PersonNm4THOMAS G MCCARTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/OtherRevenueTotalAmt0259
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0MILLWOOD INSTITUTE IS AN EDUCATIONAL AND TRAINING PROGRAM FOR CEO'S AND BOARD CHAIRS OF NONPROFIT ORGANIZATIONS.
IRS990EZ/ProgramServiceRevenueAmt06712
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherDesc0INDIVIDUALS
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MILLWOODINSTITUTE.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03500
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
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TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08042395303
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-16
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ReturnHeader/Filer/EIN0472801143
ReturnHeader/Filer/PhoneNum08043640145
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ReturnHeader/FilingSecurityInformation/IPTm014:15:32
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ReturnHeader/PreparerPersonGrp/PhoneNum08045277770
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD L GEORGE
ReturnHeader/ReturnTs02018-10-26T09:21:14-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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