Civic Intelligence

Julius Sumner Miller Foundation

990PF • Fiscal year 2021 • EIN 95-4670973

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 07, 2022

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

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

3rd percentile

-221%

Higher net margin than 3% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

82nd percentile

$68,124

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 180.6% of source-year revenue.

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

11th percentile

-9.4%

Faster asset growth than 11% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

91st percentile

192%

Faster revenue growth than 91% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Down

$565,528

Down $58,641 (-9.4%) from 2020

Net Assets

Down

$565,528

Down $55,034 (-8.9%) from 2020

Liabilities

Down

$0

Down $3,607 (-100%) from 2020

Revenue

Up

$37,731

Up $24,811 (+192%) from 2020

Expenses

Up

$121,173

Up $18,767 (+18%) from 2020

Net Income

Up

-$83,442

Up $6,044 (+6.8%) from 2020

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

2021

Assets$565,528
Liabilities$0
Net Assets$565,528

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

2021

Revenue$37,731
Expenses$121,173
Net Income-$83,442
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 7, 2022
Return Version
2021v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN LIEBIGPres./DirectorFT$67,760$364$68,124
COLETTE STEELEVP/Director-$0--
BERENICE STAFFORDVP/Director-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-FOR PHYSICS & SCIENCEPCLONG BEACH, CA, US$10,000
Paid Grant-FOR ELDER CAREPCTORRANCE, CA, US$5,000
Paid Grant-FOR GENERAL USEPCCARSON, CA, US$5,000
Paid Grant-ELDER CAREPCMONROVIA, CA, US$5,000
Paid Grant-PHYSICS & SCIENCEPCSAN DIEGO, CA, US$5,000
Paid Grant-FOR PHYSICS & SCIENCEPCRANCHO PALOS VERDES, CA, US$3,000
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
2022-11-07
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 Appendix322 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3SALVATION ARMY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt131501 PALOS VERDES DR W
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4605 E HUNTINGTON DR SUITE 207
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MONROVIA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190275
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd290804
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd390746
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd491016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd592101
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt029453
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt029453
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05121
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08668
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03547
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05121
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt033000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03547
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08668
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05121
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LIABILITY INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PROGRAM EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02059
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1335
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05942
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05942
TaxesSchedule/TaxesDetail/Amt016
TaxesSchedule/TaxesDetail/Amt196
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt016
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt196
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN LIEBIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES./DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-07
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/ReturnTs02022-11-07T11:33:34-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KAREN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LIEBIG
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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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