Civic Intelligence

Joyce Lanier Milner Charitable Trust

990PF • Fiscal year 2015 • EIN 58-1598130

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 11, 2016

529 South Flagler Drive 26E FWest Palm Beach, FL 33401

(404) 266-1040

Siviq Scores

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

Liabilities / Assets

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

96th percentile

1.00x

Higher debt load relative to revenue than 96% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

49th percentile

0.0%

Faster asset growth than 49% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Flat

$184

Flat from 2014

Net Assets

Flat

$184

Flat from 2014

Liabilities

Flat

$1

Flat from 2014

Revenue

Down

$1

Down $6,320 (-100%) from 2014

Expenses

Down

$0

Down $27,109 (-100%) from 2014

Net Income

Up

$1

Up $20,789 (+100%) from 2014

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $94,588Liabilities 2011: $0Net Assets 2011: $94,5882011Assets 2012: $50,963Liabilities 2012: $13,312Net Assets 2012: $37,6512012Assets 2013: $20,972Liabilities 2013: $02013Assets 2014: $184Liabilities 2014: $1Net Assets 2014: $1842014Assets 2015: $184Liabilities 2015: $1Net Assets 2015: $1842015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2015

Assets$184
Liabilities$1
Net Assets$184

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KExpenses 2011: $313,6702011Expenses 2012: $262,4712012Revenue 2013: $19,566Expenses 2013: $36,245Net Income 2013: -$16,6792013Revenue 2014: $6,321Expenses 2014: $27,109Net Income 2014: -$20,7882014Revenue 2015: $1Expenses 2015: $0Net Income 2015: $12015Revenue 2016: $0Expenses 2016: $184Net Income 2016: -$1842016

Highlighted filing

2015

Revenue$1
Expenses$0
Net Income$1
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 11, 2016
Return Version
2015v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOYCE MILNER STERLINGTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Joyce Lanier Milner Charitable
EIN
58-1598130
Address
529 SOUTH FLAGLER DRIVE 26E F, WEST PALM BEACH, FL 33401

Signing Officer

Name
Joyce Milner Sterling
Title
Trustee
Signed
2016-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Brooks Cook & Associates LLC
Address
8300 Dunwoody Place Ste 100, Atlanta, GA 30350-3303
Preparer
R Willis Cook CPA
Phone
7706401668
Raw XML Appendix185 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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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOYCE MILNER STERLING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOYCE LANIER MILNER CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JOYC
ReturnHeader/Filer/EIN0581598130
ReturnHeader/Filer/USAddress/AddressLine1Txt0529 SOUTH FLAGLER DRIVE 26E F
ReturnHeader/Filer/USAddress/CityNm0WEST PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033401
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Brooks Cook & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08300 Dunwoody Place Ste 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Atlanta
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0303503303
ReturnHeader/PreparerPersonGrp/PhoneNum07706401668
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R Willis Cook CPA
ReturnHeader/ReturnTs02016-11-11T09:11:38-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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