Civic Intelligence

The Millstream Fund Inc

EIN 52-1472819 • Tysons, VA

1800 TYSONS BOULEVARD Suite 800Tysons, VA 22102
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

77th percentile

30%

Higher net margin than 77% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

$10M-$25M nonprofits • Source year 2025

Asset Growth

62nd percentile

7.3%

Faster asset growth than 62% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

36%

Faster revenue growth than 76% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$16,891,871

Up $1,143,807 (+7.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$16,891,871

Up $1,143,807 (+7.3%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin77th percentile

Revenue

Up

$3,788,554

Up $1,011,080 (+36%) from 2023

Expenses

Up

$2,644,747

Up $247,608 (+10%) from 2023

Net Income

Up

$1,143,807

Up $763,472 (+201%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $4,379,778Liabilities 2011: $02011Assets 2012: $4,326,214Liabilities 2012: $02012Assets 2013: $4,663,177Liabilities 2013: $02013Assets 2014: $5,518,309Liabilities 2014: $02014Assets 2015: $6,597,405Liabilities 2015: $02015Assets 2017: $7,772,544Liabilities 2017: $0Net Assets 2017: $7,772,5442017Assets 2018: $9,077,927Liabilities 2018: $0Net Assets 2018: $9,077,9272018Assets 2019: $9,955,330Liabilities 2019: $0Net Assets 2019: $9,955,3302019Assets 2020: $11,811,614Liabilities 2020: $0Net Assets 2020: $11,811,6142020Assets 2021: $14,236,541Liabilities 2021: $0Net Assets 2021: $14,236,5412021Assets 2022: $15,367,729Liabilities 2022: $0Net Assets 2022: $15,367,7292022Assets 2023: $15,748,064Liabilities 2023: $0Net Assets 2023: $15,748,0642023Assets 2024: $16,891,871Liabilities 2024: $0Net Assets 2024: $16,891,8712024

Latest loaded filing

2024

Assets$16,891,871
Liabilities$0
Net Assets$16,891,871
Open 2024 Filing

Operations Trend

Revenue Growth76th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $859,062Expenses 2011: $933,250Net Income 2011: -$74,1882011Revenue 2012: $873,090Expenses 2012: $926,654Net Income 2012: -$53,5642012Revenue 2013: $1,170,078Expenses 2013: $833,115Net Income 2013: $336,9632013Revenue 2014: $1,747,979Expenses 2014: $892,847Net Income 2014: $855,1322014Revenue 2015: $1,930,858Expenses 2015: $851,762Net Income 2015: $1,079,0962015Revenue 2017: $1,611,570Expenses 2017: $1,040,776Net Income 2017: $570,7942017Revenue 2018: $2,425,079Expenses 2018: $1,119,696Net Income 2018: $1,305,3832018Revenue 2019: $2,193,613Expenses 2019: $1,316,210Net Income 2019: $877,4032019Revenue 2020: $3,491,374Expenses 2020: $1,635,090Net Income 2020: $1,856,2842020Revenue 2021: $3,992,315Expenses 2021: $1,567,388Net Income 2021: $2,424,9272021Revenue 2022: $4,553,006Expenses 2022: $3,421,818Net Income 2022: $1,131,1882022Revenue 2023: $2,777,474Expenses 2023: $2,397,139Net Income 2023: $380,3352023Revenue 2024: $3,788,554Expenses 2024: $2,644,747Net Income 2024: $1,143,8072024

Latest loaded filing

2024

Revenue$3,788,554
Expenses$2,644,747
Net Income$1,143,807
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$3.79$2.64$1.14
2023Detailed filing. Detailed filing data is available for this year.$15.7$0.00$15.7$2.78$2.40$0.38
2022Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$4.55$3.42$1.13
2021Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$3.99$1.57$2.42
2020Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$3.49$1.64$1.86
2019Detailed filing. Detailed filing data is available for this year.$9.96$0.00$9.96$2.19$1.32$0.88
2018Detailed filing. Detailed filing data is available for this year.$9.08$0.00$9.08$2.43$1.12$1.31
2017Detailed filing. Detailed filing data is available for this year.$7.77$0.00$7.77$1.61$1.04$0.57
2015Summary only. Only limited summary data is available for this year.$6.60$0.00$1.93$0.85$1.08
2014Summary only. Only limited summary data is available for this year.$5.52$0.00$1.75$0.89$0.86
2013Summary only. Only limited summary data is available for this year.$4.66$0.00$1.17$0.83$0.34
2012Summary only. Only limited summary data is available for this year.$4.33$0.00$0.87$0.93$0.05
2011Summary only. Only limited summary data is available for this year.$4.38$0.00$0.86$0.93$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2024 to Nov 30, 2025
Signed
Mar 2, 2026
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOPE ALDRICHPresident-$0--
PHOEBE JANE WINTHROPSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTrust for America's HealthGeneral support-Washington, DC, US$333,334
Paid GrantPlanned Parenthood Federation of AmericaGeneral supportPCNew York, NY, US$250,000
Paid GrantRockefeller Family FundGeneral supportPCNew York, NY, US$125,000
Paid GrantAmerican Civil Liberties Union Natl HeadquartersSUPPORT FOR THE FIGHT FOR FAIR VOTING RIGHTSPCNew York, NY, US$100,000
Paid GrantNational Dance Institute - New YorkGeneral supportPCNew York, NY, US$100,000
Paid GrantNew York Community TrustFood distribution programPCNew York, NY, US$100,000
Paid GrantPlanned Parenthood of New York CityGeneral supportPCNew York, NY, US$100,000
Paid GrantPopulation CouncilGeneral supportPCNew York, NY, US$100,000
Paid GrantWashington Bach ConsortGeneral support General supportPCWashington, DC, US$100,000
Paid GrantPlanned Parenthood of the Rocky MountainsGENERAL SUPPORTPCAlbuquerque, NM, US$75,000
Paid GrantSave The ChildrenGeneral supportPCFairfield, CT, US$75,000
Paid GrantConservation MinnesotaGeneral supportPCMinneapolis, MN, US$50,000
Paid GrantWETAGeneral support-Arlington, VA, US$50,000
Paid GrantResponsible WealthGeneral supportPCBoston, MA, US$40,000
Paid GrantAsian Cultural CouncilGeneral supportPCNew York, NY, US$25,000
Paid GrantBach Choir of BethlehemGeneral supportPCBethlehem, PA, US$25,000
Paid GrantCalifornia State Parks FoundationGeneral supportPCSan Francisco, CA, US$25,000
Paid GrantCenter For Reproductive RightsGeneral supportPCNew York, NY, US$25,000
Paid GrantCentral Park ConservancyGeneral supportPCNew York, NY, US$25,000
Paid GrantChamber Music Society of Lincoln CenterGeneral supportPCNew York, NY, US$25,000
Paid GrantFriends of Public Radio Arizona - KJZZGeneral SupportPCArizona, AZ, US$25,000
Paid GrantKERAGeneral supportPCDallas, TX, US$25,000
Paid GrantNational Dance Institute-New MexicoGeneral supportPCSanta Fe, NM, US$25,000
Paid GrantNational Public RadioGeneral supportPCWashington, DC, US$25,000
Paid GrantNatural Resources Defense CouncilENVIRONMENTAL LITIGATION SUPPORTPCNew York, NY, US$25,000
Paid GrantPittsburgh Community Broadcasting CorpGeneral supportPCPittsburgh, PA, US$25,000
Paid GrantPlanned Parenthood of Orange and SB CountiesGeneral supportPCOrange, CA, US$25,000
Paid GrantReproductive Freedom For AllGENERAL SUPPORTPCNEW YORK, NY, US$25,000
Paid GrantBaykidsGeneral supportPCSan Francisco, CA, US$20,000
Paid GrantSouthwest Women's Law CenterGeneral supportPCAlbuquerque, NM, US$20,000
Paid GrantKUNMGeneral supportPCAlbuquerque, NM, US$15,000
Paid GrantThe Smith FundGeneral SupportPCNorthampton, MA, US$15,000
Paid GrantAkshaya Patra USAGeneral supportPCStoneham, MA, US$10,000
Paid GrantNew York Public RadioGeneral SupportPCNew York, NY, US$10,000
Paid GrantPBS SoCalGeneral SupportPCCosta Mesa, CA, US$10,000
Paid GrantTHE WNET GroupGeneral Support-New York, NY, US$10,000
Paid GrantNational Heritage Trust (Rockefeller State Park PrGENERAL SUPPORTPCSLEEPY HOLLOW, NY, US$10,000
Paid GrantPhelps HospitalGENERAL SUPPORTPCSLEEPY HOLLOW, NY, US$10,000
Paid GrantSave RGVGENERAL SUPPORTPCBROWNSVILLE, TX, US$10,000
Paid GrantHigh Country News FoundationGeneral supportPCPaonia, CO, US$5,000
Paid GrantBrearley SchoolGeneral supportPCNew York, NY, US$3,500
Paid GrantMuseum of Modern ArtGeneral supportPCNew York, NY, US$2,500
Paid GrantThe ProgressiveGeneral supportPCMadison, WI, US$1,000
Filing and Contact Details

Filer

Filer Name
The Millstream Fund Inc
EIN
52-1472819
In Care Of
% SEAN URBANY
Phone
3012726000
Address
1800 TYSONS BOULEVARD Suite 800, TYSONS, VA 22102

Signing Officer

Name
Phoebe Jane Winthrop
Title
Secretary-treasurer
Phone
3012726000
Signed
2026-03-02
Discuss with paid preparer
Yes

Preparer

Firm
Withumsmithbrownpc
Address
1800 TYSONS BOULEVARD SUITE 800, TYSONS, VA 22102
Preparer
Israel Tannenbaum
Phone
3012726000
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