Civic Intelligence

The Millstream Fund Inc C/O Withumsmithbrown PC

990PF • Fiscal year 2018 • EIN 52-1472819

Dec 01, 2017 to Nov 30, 2018 • Filed on Oct 14, 2019

Organization Profile
4600 EAST-WEST HIGHWAY Suite 900Bethesda, MD 20814-3423

(301) 272-6000

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

90th percentile

54%

Higher net margin than 90% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

83rd percentile

17%

Faster asset growth than 83% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

86th percentile

50%

Faster revenue growth than 86% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$9,077,927

Up $1,305,383 (+17%) from 2017

Net Assets

Up

$9,077,927

Up $1,305,383 (+17%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin90th percentile

Revenue

Up

$2,425,079

Up $813,509 (+50%) from 2017

Expenses

Up

$1,119,696

Up $78,920 (+7.6%) from 2017

Net Income

Up

$1,305,383

Up $734,589 (+129%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$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

Highlighted filing

2018

Assets$9,077,927
Liabilities$0
Net Assets$9,077,927
Open 2018 Filing

Operations Trend

Revenue Growth86th percentile

Revenue, expenses, and net income across loaded years, with this 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

Highlighted filing

2018

Revenue$2,425,079
Expenses$1,119,696
Net Income$1,305,383
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2017 to Nov 30, 2018
Signed
Oct 14, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOPE ALDRICHPresident-$0--
PHOEBE JANE WINTHROPSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Millstream Fund Inc
EIN
52-1472819
In Care Of
% PHOEBE JANE WINTHROP
Phone
3012726000
Address
4600 EAST-WEST HIGHWAY Suite 900, BETHESDA, MD 20814-3423

Signing Officer

Name
Phoebe Jane Winthrop
Title
Secretary-treasurer
Phone
3012726000
Signed
2019-10-14
Discuss with paid preparer
Yes

Preparer

Firm
Withumsmithbrownpc
Address
4600 EAST WEST HWY 900, BETHESDA, MD 20814-3423
Preparer
Richard L Ruvelson
Phone
3012726000
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IRS990PF/FMVAssetsEOYAmt011566238
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0149737
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt08789437
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0120217
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0156973
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07772544
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt09077927
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt011566238
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07772544
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt09077927
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07772544
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt09077927
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt011064042
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0227812
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt010836230
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0165961
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0544904
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt010898081
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt011064042
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0NUVEEN ASSET MANAGEMENT LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt064921
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT ADVISORY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt025604 NETWORK PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd0606731256
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HOPE ALDRICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PHOEBE JANE WINTHROP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O WITHUMSMITHBROWN PC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13722 BENTON STREET NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt04600 EAST WEST HIGHWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BETHESDA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WASHINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0208143423
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd120007
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01311791
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01325016
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0981102
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0919879
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0772734
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0816000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0790250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.120369
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.111768
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.120809
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.103395
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.122156
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.143716
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt013225
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt010898081
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt08777990
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt07614325
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt07473578
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt06679956
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt05498682
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01036173
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.601844
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01036173
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01036173
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01036173
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03722 BENTON ST NW
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WASHINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0DC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd020007
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PHOEBE JANE WINTHROP
IRS990PF/StatementsRegardingActyGrp/PhoneNum02023381542
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0HOPE ALDRICH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt140000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt215000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt320000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt42500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt53500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt615000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt715000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt815000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt95000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt132500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1425000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1525000

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$9,077,927
Liabilities
$0
Net assets
$9,077,927
Revenue
$2,425,079
Expenses
$1,119,696
Net income
$1,305,383
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