Civic Intelligence

Julius Sumner Miller Foundation

990PF • Fiscal year 2016 • EIN 95-4670973

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 28, 2017

1606 Crenshaw BlvdTorrance, CA 90501

(310) 320-8291

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

1st percentile

-2238%

Higher net margin than 1% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

91st percentile

$110,864

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 1815.7% of source-year revenue.

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

9th percentile

-18%

Faster asset growth than 9% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

12th percentile

-36%

Faster revenue growth than 12% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$586,418

Down $126,177 (-18%) from 2015

Net Assets

Down

$586,418

Down $126,177 (-18%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$6,106

Down $3,482 (-36%) from 2015

Expenses

Down

$142,744

Down $6,493 (-4.4%) from 2015

Net Income

Up

-$136,638

Up $3,011 (+2.2%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,171,560Liabilities 2011: $02011Assets 2012: $1,098,035Liabilities 2012: $02012Assets 2013: $981,735Liabilities 2013: $02013Assets 2014: $860,443Liabilities 2014: $02014Assets 2015: $712,595Liabilities 2015: $0Net Assets 2015: $712,5952015Assets 2016: $586,418Liabilities 2016: $0Net Assets 2016: $586,4182016Assets 2017: $466,365Liabilities 2017: $0Net Assets 2017: $466,3652017Assets 2018: $344,347Liabilities 2018: $0Net Assets 2018: $344,3472018Assets 2019: $653,573Liabilities 2019: $0Net Assets 2019: $653,5732019Assets 2020: $624,169Liabilities 2020: $3,607Net Assets 2020: $620,5622020Assets 2021: $565,528Liabilities 2021: $0Net Assets 2021: $565,5282021Assets 2022: $388,655Liabilities 2022: $0Net Assets 2022: $388,6552022Assets 2023: $307,598Liabilities 2023: $12023

Highlighted filing

2016

Assets$586,418
Liabilities$0
Net Assets$586,418

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $57,331Expenses 2011: $159,698Net Income 2011: -$102,3672011Revenue 2012: $82,863Expenses 2012: $164,994Net Income 2012: -$82,1312012Revenue 2013: $33,115Expenses 2013: $169,593Net Income 2013: -$136,4782013Revenue 2014: $102,792Expenses 2014: $152,322Net Income 2014: -$49,5302014Revenue 2015: $9,588Expenses 2015: $149,237Net Income 2015: -$139,6492015Revenue 2016: $6,106Expenses 2016: $142,744Net Income 2016: -$136,6382016Revenue 2017: $14,299Expenses 2017: $143,426Net Income 2017: -$129,1272017Revenue 2018: $7,982Expenses 2018: $115,143Net Income 2018: -$107,1612018Revenue 2019: $302,250Expenses 2019: $103,001Net Income 2019: $199,2492019Revenue 2020: $12,920Expenses 2020: $102,406Net Income 2020: -$89,4862020Revenue 2021: $37,731Expenses 2021: $121,173Net Income 2021: -$83,4422021Revenue 2022: $18,243Expenses 2022: $118,269Net Income 2022: -$100,0262022Revenue 2023: $27,583Expenses 2023: $124,525Net Income 2023: -$96,9422023

Highlighted filing

2016

Revenue$6,106
Expenses$142,744
Net Income-$136,638
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 28, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN LIEBIGPres./DirectorFT$81,312$29,552$110,864
COLETTE STEELEVP/Director-$0--
CHARLES SPAGNOLAVP/Director-$0--
Filing and Contact Details

Filer

Filer Name
Julius Sumner Miller Foundation
EIN
95-4670973
Phone
3103208291
Address
1606 CRENSHAW BLVD, TORRANCE, CA 90501

Signing Officer

Name
Karen Liebig
Title
Pres./director
Signed
2017-06-28
Discuss with paid preparer
Yes

Preparer

Firm
David W Syme CPA
Address
25411 Cabot Road Suite 211, Laguna Hills, CA 92653
Preparer
David W Syme
Phone
9496993670
Raw XML Appendix364 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES./DIRECTOR
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01606 CRENSHAW BLVD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TORRANCE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090501
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0KAREN LIEBIG
IRS990PF/StatementsRegardingActyGrp/PhoneNum03103208291
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION IS ACTIVELY INVOLVED IN THE KEEP-SAFE COALITION FOR THE SOUTH BAY, WHICH IS A GRASS ROOTS EFFORT TO UNITE THE COMMUNITY, SOCIAL SERVICES, LAW ENFORCEMENT, FINANCIAL AND RELATED SERVICE PROFESSIONALS TO COMBAT FINANCIAL ABUSE AND PROTECT OUR ELDERS. A VIDEO HAS BEEN MADE AND SEMINARS ARE GIVEN.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt018655
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0PLEASE CONTACT FOUNDATION FOR INFORMATION REQUIRED WITH APPLICATION FOR GRANT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0KAREN LIEBIG
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03103208291
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01606 CRENSHAW BLVD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0TORRANCE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd090501
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0CONTACT FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0CONTACT FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FOR ELDER CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FOR PHYSICS & SCIENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FOR PHYSICS & SCIENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3FOR ELDER CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SALVATION ARMY SAGE HOUSE ADUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1LOS SERENOS DE POINT VICENTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2CAL STATE UNIV LONG BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3SHAREFEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0138 S BANDINI ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt131501 PALOS VERDES DR W
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21250 BELLFLOWER BLVD MS 9501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33480 TORRANCE BLVD 110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN PEDRO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1RANCHO PALOS VERDES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LONG BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3TORRANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090731
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190275
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd290804
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd390503
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt019088
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt07032
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019088
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01535
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01535
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt027655
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01535
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01535
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt07032
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt077059
LandEtcSchedule2/LandEtcGrp/BookValueAmt0124953
LandEtcSchedule2/LandEtcGrp/BookValueAmt1142826
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Buildings
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Land
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0202012
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt1142826
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0267779
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0DUES AND SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2LIABILITY INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt052
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt152
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22774
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3220
OtherIncomeSchedule2/OtherIncomeDetail/Desc0EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0815
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04409
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES -US TRUST
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04409
TaxesSchedule/TaxesDetail/Amt085
TaxesSchedule/TaxesDetail/Amt1100
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1MISC
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt085
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN LIEBIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES./DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JULIUS SUMNER MILLER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JULI
ReturnHeader/Filer/EIN0954670973
ReturnHeader/Filer/PhoneNum03103208291
ReturnHeader/Filer/USAddress/AddressLine1Txt01606 CRENSHAW BLVD
ReturnHeader/Filer/USAddress/CityNm0TORRANCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090501
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0David W Syme CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt025411 Cabot Road Suite 211
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Laguna Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092653
ReturnHeader/PreparerPersonGrp/PhoneNum09496993670
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID W SYME
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-06-28T14:20:29-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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