Civic Intelligence

Julius Sumner Miller Foundation

990PF • Fiscal year 2019 • EIN 95-4670973

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 03, 2020

4733 Torrance Blvd 5Torrance, CA 90503

(424) 226-8736

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

94th percentile

66%

Higher net margin than 94% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

82nd percentile

$73,488

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 24.3% of source-year revenue.

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

95th percentile

90%

Faster asset growth than 95% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

100th percentile

3687%

Faster revenue growth than 100% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$653,573

Up $309,226 (+90%) from 2018

Net Assets

Up

$653,573

Up $309,226 (+90%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$302,250

Up $294,268 (+3687%) from 2018

Expenses

Down

$103,001

Down $12,142 (-11%) from 2018

Net Income

Up

$199,249

Up $306,410 (+286%) from 2018

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

2019

Assets$653,573
Liabilities$0
Net Assets$653,573

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

2019

Revenue$302,250
Expenses$103,001
Net Income$199,249
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 3, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN LIEBIGPres./DirectorFT$67,760$5,728$73,488
COLETTE STEELEVP/Director-$0--
BERENICE STAFFORDVP/Director-$0--
Filing and Contact Details

Filer

Filer Name
Julius Sumner Miller Foundation
EIN
95-4670973
Phone
4242268736
Address
4733 TORRANCE BLVD 5, TORRANCE, CA 90503

Signing Officer

Name
Karen Liebig
Title
Pres./director
Signed
2020-11-03
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 Appendix358 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/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04733 TORRANCE BLVD 5
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TORRANCE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090503
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/Expenses1Amt00
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/AddressLine1Txt04733 TORRANCE BLVD 5
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0TORRANCE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd090503
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0CONTACT FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0CONTACT FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FOR ELDER CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FOR ELDER CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FOR PHYSICS & SCIENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CARING HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1SALVATION ARMY SAGE HOUSE ADUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2LOS SERENOS DE POINT VICENTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02842 EL DORADO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1138 S BANDINI ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt231501 PALOS VERDES DR W
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TORRANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN PEDRO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2RANCHO PALOS VERDES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090503
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190731
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd290275
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt011500
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/AppliedToCurrentYearAmt017061
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018525
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01464
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt014531
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012400
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01535
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01464
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt027002
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt014531
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012400
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt071
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt017061
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt027002
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt028466
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0DUES AND SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2LIABILITY INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4PROGRAM EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0133
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1133
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21956
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt33
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4201
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01196
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01196
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0109977
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06022
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES -BANK OF AMERICA
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06022
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt1137
TaxesSchedule/TaxesDetail/Amt210
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt2STATE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt025
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1137
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN LIEBIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES./DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JULIUS SUMNER MILLER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JULI
ReturnHeader/Filer/EIN0954670973
ReturnHeader/Filer/PhoneNum04242268736
ReturnHeader/Filer/USAddress/AddressLine1Txt04733 TORRANCE BLVD 5
ReturnHeader/Filer/USAddress/CityNm0TORRANCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090503
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/ReturnTs02020-11-03T09:49:05-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.31$0.00$0.03$0.12$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.00$0.39$0.02$0.12$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.04$0.12$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.01$0.10$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.30$0.10$0.20
2018Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.01$0.12$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.00$0.47$0.01$0.14$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.00$0.59$0.01$0.14$0.14
2015Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.01$0.15$0.14
2014Summary only. Only limited summary data is available for this year.$0.86$0.00$0.10$0.15$0.05
2013Summary only. Only limited summary data is available for this year.$0.98$0.00$0.03$0.17$0.14
2012Summary only. Only limited summary data is available for this year.$1.10$0.00$0.08$0.16$0.08
2011Summary only. Only limited summary data is available for this year.$1.17$0.00$0.06$0.16$0.10
Peer Organizations

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