Civic Intelligence

Opha H Miller in Memory of Elmer S Miller Charitable Foundation

990 • Fiscal year 2019 • EIN 62-6335685

Dec 01, 2018 to Nov 30, 2019 • Filed on Feb 13, 2020

Organization Profilen/a
P O Box 11647Birmingham, AL 35202

(205) 420-7753

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

50th percentile

3.3%

Higher net margin than 50% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

94th percentile

$281,724

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 758.4% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

40th percentile

0.2%

Faster asset growth than 40% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

84th percentile

37%

Faster revenue growth than 84% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,087,854

Up $1,714 (+0.2%) from 2018

Net Assets

Up

$1,087,854

Up $1,714 (+0.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin50th percentile

Revenue

Up

$37,145

Up $9,975 (+37%) from 2018

Expenses

Up

$35,928

Up $28,393 (+377%) from 2018

Net Income

Down

$1,217

Down $18,418 (-94%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,238,709Liabilities 2011: $0Net Assets 2011: $1,238,7092011Assets 2012: $1,251,560Liabilities 2012: $0Net Assets 2012: $1,251,5602012Assets 2013: $1,386,458Liabilities 2013: $0Net Assets 2013: $1,386,4582013Assets 2014: $1,422,681Liabilities 2014: $0Net Assets 2014: $1,422,6812014Assets 2015: $1,219,966Liabilities 2015: $0Net Assets 2015: $1,219,9662015Assets 2016: $1,019,122Liabilities 2016: $0Net Assets 2016: $1,019,1222016Assets 2017: $1,065,392Liabilities 2017: $0Net Assets 2017: $1,065,3922017Assets 2018: $1,086,140Liabilities 2018: $0Net Assets 2018: $1,086,1402018Assets 2019: $1,087,854Liabilities 2019: $0Net Assets 2019: $1,087,8542019Assets 2020: $1,073,138Liabilities 2020: $0Net Assets 2020: $1,073,1382020Assets 2021: $1,116,283Liabilities 2021: $0Net Assets 2021: $1,116,2832021Assets 2022: $1,163,000Liabilities 2022: $0Net Assets 2022: $1,163,0002022Assets 2023: $1,165,506Liabilities 2023: $0Net Assets 2023: $1,165,5062023Assets 2024: $1,186,519Liabilities 2024: $0Net Assets 2024: $1,186,5192024

Highlighted filing

2019

Assets$1,087,854
Liabilities$0
Net Assets$1,087,854
Open 2019 Filing

Operations Trend

Revenue Growth84th percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $103,628Expenses 2011: $25,731Net Income 2011: $77,8972011Revenue 2012: $63,694Expenses 2012: $51,682Net Income 2012: $12,0122012Revenue 2013: $180,196Expenses 2013: $44,376Net Income 2013: $135,8202013Revenue 2014: $77,670Expenses 2014: $42,165Net Income 2014: $35,5052014Revenue 2015: $18,598Expenses 2015: $220,980Net Income 2015: -$202,3822015Revenue 2016: $46,898Expenses 2016: $249,593Net Income 2016: -$202,6952016Revenue 2017: $84,825Expenses 2017: $38,576Net Income 2017: $46,2492017Revenue 2018: $27,170Expenses 2018: $7,535Net Income 2018: $19,6352018Revenue 2019: $37,145Expenses 2019: $35,928Net Income 2019: $1,2172019Revenue 2020: $21,944Expenses 2020: $36,895Net Income 2020: -$14,9512020Revenue 2021: $82,954Expenses 2021: $39,677Net Income 2021: $43,2772021Revenue 2022: $90,197Expenses 2022: $40,639Net Income 2022: $49,5582022Revenue 2023: $47,614Expenses 2023: $41,271Net Income 2023: $6,3432023Revenue 2024: $60,149Expenses 2024: $42,353Net Income 2024: $17,7962024

Highlighted filing

2019

Revenue$37,145
Expenses$35,928
Net Income$1,217
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2018 to Nov 30, 2019
Signed
Feb 13, 2020
Return Version
2018v3.0
Gross Receipts
$297,669
Mission and Program Overview

Mission

Distribute the entire net income of the trust in support of union university.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,086,140$1,087,854▲ $1,714
Investments in Publicly Traded Securities$1,085,026$1,074,218▼ $10,808
Savings and Temporary Cash Investments$1,114$13,636▲ $12,522
Total Assets$1,086,140$1,087,854▲ $1,714
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,086,140$1,087,854▲ $1,714
Total Liabilities and Net Assets / Fund Balance$1,086,140$1,087,854▲ $1,714
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleBaseTotal
Regions Bank Trust DepartmentTrustee$12,379$12,379

Board Members and Trustees

NameTitle
Dr David DockeryComm Memb & Univ Past Pres
Dr Hyran BarefootComm Memb & Univ Past Pres
Dr Samuel Dub OliverComm Memb & Univ Pres
Dr James Roy AppletonComm Memb & Univ Ret Employee
Linda SparksCommittee Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$37,145
Other Revenue
$0
Change in Net Assets
$1,217
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$20,000
Salaries, Compensation, and Employee Benefits$12,379
Other Expenses$3,549
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$20,000--$20,000
Current Officers, Directors, Trustees, and Key Employees-$12,379-$12,379
Fees for Service Investment Mgmnt Fees-$2,254-$2,254
Fees for Services Accounting-$800-$800
Other Expenses$3--$3
Total Functional Expenses$20,495$15,433$0$35,928
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“The entity is a trust and no committees have been given authority to act on behalf of the trustee.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The corporate trustee prepares the form 990. Senior tax department staff reviews the return for accuracy in content and calculations prior to filing with the irs. The committee members are not required to approve the return prior to filing.”

Explanation for Form 990, Page 6, Part VI, Line 9

“SEE ATTACHED SCHEDULE”

FORM 990, PAGE 6, PART VI, LINE 15A

“The corporate trustee fees are based upon the published fee schedule.”

Form 990, Page 6, Part VI, Line 19

“The trustee makes the annual tax return and documentation available upon written request. Paper copies will be provided.”

Filing and Contact Details

Filer

Filer Name
Opha Miller Foundation
EIN
62-6335685
Phone
2054207753
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2054207753
Signed
2020-02-13
Discuss with paid preparer
Yes

Organization Details

Formed
1997
Legal Domicile
Tn
Voting Board Members
5
Independent Board Members
3
Employees
0

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
Supplemental Narrative

Additional Explanations

Lines 12, 13, 14

“While this trust does not have a written conflict of interest policy, a written whistleblower policy, or a written document retention and destruction policy, regions bank as corporate trustee does have all the above policies. All bank policies are monitored by the bank's management.”

Explanation for Form 990, Part XI, Line 9

“Mutual fund timing difference, cost basis adjustment”

Raw XML Appendix372 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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IRS990/Form990PartVIISectionAGrp/TitleTxt3COMM MEMB & UNIV RET EMPLOYEE
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IRS990/Form990ProvidedToGvrnBodyInd0false
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt01085026
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0260524
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IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
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IRS990/OrgDoesNotFollowSFAS117Ind0X
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DR SAMUEL DUB OLIVER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0COMM MEMB & UNIV PRES
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WHILE THIS TRUST DOES NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY, A WRITTEN WHISTLEBLOWER POLICY, OR A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY, REGIONS BANK AS CORPORATE TRUSTEE DOES HAVE ALL THE ABOVE POLICIES. ALL BANK POLICIES ARE MONITORED BY THE BANK'S MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ENTITY IS A TRUST AND NO COMMITTEES HAVE BEEN GIVEN AUTHORITY TO ACT ON BEHALF OF THE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CORPORATE TRUSTEE PREPARES THE FORM 990. SENIOR TAX DEPARTMENT STAFF REVIEWS THE RETURN FOR ACCURACY IN CONTENT AND CALCULATIONS PRIOR TO FILING WITH THE IRS. THE COMMITTEE MEMBERS ARE NOT REQUIRED TO APPROVE THE RETURN PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SEE ATTACHED SCHEDULE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE CORPORATE TRUSTEE FEES ARE BASED UPON THE PUBLISHED FEE SCHEDULE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE TRUSTEE MAKES THE ANNUAL TAX RETURN AND DOCUMENTATION AVAILABLE UPON WRITTEN REQUEST. PAPER COPIES WILL BE PROVIDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MUTUAL FUND TIMING DIFFERENCE, COST BASIS ADJUSTMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0LINES 12, 13, 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
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ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02020-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAWN P HANLON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-02-26T11:00:23-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-12-01
ReturnHeader/TaxPeriodEndDt02019-11-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,087,854
Liabilities
$0
Net assets
$1,087,854
Revenue
$37,145
Expenses
$35,928
Net income
$1,217
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.06$0.04$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.00$1.17$0.05$0.04$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.00$1.16$0.09$0.04$0.05
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.00$1.12$0.08$0.04$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.02$0.04$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.04$0.04$0.00
2018Summary only. Only limited summary data is available for this year.$1.09$0.00$1.09$0.03$0.01$0.02
2017Summary only. Only limited summary data is available for this year.$1.07$0.00$1.07$0.08$0.04$0.05
2016Summary only. Only limited summary data is available for this year.$1.02$0.00$1.02$0.05$0.25$0.20
2015Summary only. Only limited summary data is available for this year.$1.22$0.00$1.22$0.02$0.22$0.20
2014Summary only. Only limited summary data is available for this year.$1.42$0.00$1.42$0.08$0.04$0.04
2013Summary only. Only limited summary data is available for this year.$1.39$0.00$1.39$0.18$0.04$0.14
2012Summary only. Only limited summary data is available for this year.$1.25$0.00$1.25$0.06$0.05$0.01
2011Summary only. Only limited summary data is available for this year.$1.24$0.00$1.24$0.10$0.03$0.08