Civic Intelligence

Milestones in Leadership Summit

EIN 83-2605187 • 501(c)3 • Irvine, CA

Profile

Providing world class leadership courses to support individuals and provide free access to events for hundreds of aspiring leaders.

402 RockefellerIrvine, CA 92612

n/A

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

49th percentile

-2.4%

Faster asset growth than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$89,923

Down $2,235 (-2.4%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$89,923

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2023

Expenses

Down

$2,235

Down $461 (-17%) from 2023

Net Income

Up

-$2,235

Up $461 (+17%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

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

$100K$50K$0Assets 2022: $94,854Net Assets 2022: $94,8542022Assets 2023: $92,158Liabilities 2023: $02023Assets 2024: $89,923Net Assets 2024: $89,9232024

Highlighted filing

2024

Assets$89,923
Liabilities-
Net Assets$89,923
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KRevenue 2022: $152,846Expenses 2022: $178,385Net Income 2022: -$25,5392022Revenue 2023: $0Expenses 2023: $2,696Net Income 2023: -$2,6962023Revenue 2024: $0Expenses 2024: $2,235Net Income 2024: -$2,2352024

Highlighted filing

2024

Revenue$0
Expenses$2,235
Net Income-$2,235
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$89,923
Liabilities
-
Net assets
$89,923
Revenue
$0
Expenses
$2,235
Net income
-$2,235
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.90$0.90$0.00$0.02$0.02
2023Summary only. Only limited summary data is available for this year.$0.92$0.00$0.00$0.03$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.95$0.95$1.53$1.78$0.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 5, 2025
Return Version
2024v5.1
Mission and Program Overview

Mission

Providing world class leadership courses to support individuals and provide free access to events for hundreds of aspiring leaders.

Program Services

DescriptionGrantsExpenses
PROVIDING WORLD CLASS LEADERSHIP COURSES TO SUPPORT INDIVIDUALS AND PROVIDE FREE ACCESS TO EVENTS FOR HUNDREDS OF ASPIRING LEADERS.-$2,235
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RON HOEFERPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Milestones in Leadership Summit
EIN
83-2605187
Phone
9493796963
Address
402 ROCKEFELLER, IRVINE, CA 92612

Signing Officer

Name
Ron Hoefer
Title
President
Signed
2025-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Smith Dickson An Accountancy Corporation
Address
18100 Von Karman Suite 420, Irvine, CA 92612
Preparer
Smith Dickson
Phone
9495531020
Supplemental Narrative

Additional Explanations

Other Expenses.1

“MISC $1850”

Other Expenses.2

“COMPUTER $385”

Other Assets.1

“DUE TO MILESTONE INSURANCE - Beginning $87000 DUE TO MILESTONE INSURANCE - Ending $87000”

Raw XML Appendix120 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum09493796963
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0402 ROCKEFELLER
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0IRVINE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092612
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05158
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02923
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2235
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt089923
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt092158
IRS990EZ/NetAssetsOrFundBalancesEOYAmt089923
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt092158
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt089923
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt087000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt087000
IRS990EZ/OtherExpensesTotalAmt02235
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING WORLD CLASS LEADERSHIP COURSES TO SUPPORT INDIVIDUALS AND PROVIDE FREE ACCESS TO EVENTS FOR HUNDREDS OF ASPIRING LEADERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02235
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt02235
IRS990EZ/TotalProgramServiceExpensesAmt02235
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0152846
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0152846
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0152846
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0152846
IRS990ScheduleA/Total509Grp/TotalAmt0152846
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0152846
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0152846
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISC $1850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMPUTER $385
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUE TO MILESTONE INSURANCE - Beginning $87000 DUE TO MILESTONE INSURANCE - Ending $87000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Assets.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RON HOEFER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILESTONES IN LEADERSHIP SUMMIT
ReturnHeader/Filer/BusinessNameControlTxt0MILE
ReturnHeader/Filer/EIN0832605187
ReturnHeader/Filer/PhoneNum09493796963
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ReturnHeader/Filer/USAddress/CityNm0IRVINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092612
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330584718
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018100 Von Karman Suite 420
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Irvine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092612
ReturnHeader/PreparerPersonGrp/PhoneNum09495531020
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SMITH DICKSON
ReturnHeader/ReturnTs02025-05-05T10:05:18-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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