Civic Intelligence

The Perry and Barbara Miller Family

EIN 77-0578467 • Monterey, CA

708 Toyon DriveMonterey, CA 93940
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2023

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2023

Net Margin

3rd percentile

-3314%

Higher net margin than 3% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2023

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

60th percentile

6.5%

Faster revenue growth than 60% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1,131,299 (-100%) from 2022

Liabilities

Down

$0

Down $700 (-100%) from 2022

Net Assets

Down

$0

Down $1,130,599 (-100%) from 2022

Operations
Liabilities / Revenue66th percentileNet Margin3rd percentile

Revenue

Up

$34,119

Up $2,070 (+6.5%) from 2022

Expenses

Up

$1,164,718

Up $1,144,284 (+5600%) from 2022

Net Income

Down

-$1,130,599

Down $1,142,214 (-9834%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,021,731Liabilities 2011: $02011Assets 2012: $1,036,173Liabilities 2012: $02012Assets 2013: $1,040,167Liabilities 2013: $02013Assets 2014: $1,024,324Liabilities 2014: $02014Assets 2015: $979,590Liabilities 2015: $02015Assets 2016: $935,660Liabilities 2016: $0Net Assets 2016: $935,6602016Assets 2017: $1,065,666Liabilities 2017: $15,000Net Assets 2017: $1,050,6662017Assets 2018: $1,071,582Liabilities 2018: $1,000Net Assets 2018: $1,070,5822018Assets 2019: $1,084,957Liabilities 2019: $700Net Assets 2019: $1,084,2572019Assets 2020: $1,121,939Liabilities 2020: $700Net Assets 2020: $1,121,2392020Assets 2021: $1,119,684Liabilities 2021: $700Net Assets 2021: $1,118,9842021Assets 2022: $1,131,299Liabilities 2022: $700Net Assets 2022: $1,130,5992022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth60th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $77,870Expenses 2011: $84,487Net Income 2011: -$6,6172011Revenue 2012: $84,942Expenses 2012: $69,279Net Income 2012: $15,6632012Revenue 2013: $73,884Expenses 2013: $68,473Net Income 2013: $5,4112013Revenue 2014: $70,120Expenses 2014: $84,835Net Income 2014: -$14,7152014Revenue 2015: $43,685Expenses 2015: $87,796Net Income 2015: -$44,1112015Revenue 2016: $49,023Expenses 2016: $92,953Net Income 2016: -$43,9302016Revenue 2017: $197,023Expenses 2017: $82,017Net Income 2017: $115,0062017Revenue 2018: $111,107Expenses 2018: $91,191Net Income 2018: $19,9162018Revenue 2019: $100,236Expenses 2019: $86,561Net Income 2019: $13,6752019Revenue 2020: $132,198Expenses 2020: $95,216Net Income 2020: $36,9822020Revenue 2021: $70,738Expenses 2021: $72,993Net Income 2021: -$2,2552021Revenue 2022: $32,049Expenses 2022: $20,434Net Income 2022: $11,6152022Revenue 2023: $34,119Expenses 2023: $1,164,718Net Income 2023: -$1,130,5992023

Highlighted filing

2023

Revenue$34,119
Expenses$1,164,718
Net Income-$1,130,599
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$34,119
Expenses
$1,164,718
Net income
-$1,130,599
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.03$1.16$1.13
2022Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.03$0.02$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.07$0.07$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.13$0.10$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.10$0.09$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.11$0.09$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.07$0.02$1.05$0.20$0.08$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.05$0.09$0.04
2015Summary only. Only limited summary data is available for this year.$0.98$0.00$0.04$0.09$0.04
2014Summary only. Only limited summary data is available for this year.$1.02$0.00$0.07$0.08$0.01
2013Summary only. Only limited summary data is available for this year.$1.04$0.00$0.07$0.07$0.01
2012Summary only. Only limited summary data is available for this year.$1.04$0.00$0.08$0.07$0.02
2011Summary only. Only limited summary data is available for this year.$1.02$0.00$0.08$0.08$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Reed MillerPresident & CEO-$0--
Filing and Contact Details

Filer

Filer Name
The Perry and Barbara Miller Family
EIN
77-0578467
Phone
8312202800
Address
708 Toyon Drive, Monterey, CA 93940

Signing Officer

Name
Reed Miller
Title
President & CEO
Signed
2024-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Ward Accountancy Inc
Address
10 BONIFACIO PLAZA, MONTEREY, CA 93940
Preparer
Robert D Ward CPA
Phone
8313731211
Raw XML Appendix241 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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TaxesSchedule/TaxesDetail/Amt02820
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02820
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Reed Miller
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Perry and Barbara Miller Family
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation
ReturnHeader/Filer/BusinessNameControlTxt0PERR
ReturnHeader/Filer/EIN0770578467
ReturnHeader/Filer/PhoneNum08312202800
ReturnHeader/Filer/USAddress/AddressLine1Txt0708 Toyon Drive
ReturnHeader/Filer/USAddress/CityNm0Monterey
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093940
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202799045
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WARD ACCOUNTANCY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 BONIFACIO PLAZA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTEREY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093940
ReturnHeader/PreparerPersonGrp/PhoneNum08313731211
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert D Ward CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-12T09:53:05-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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