Civic Intelligence

The Milstein Family Foundation

EIN 95-4824595 • Encino, CA

15910 Ventura Blvd 700Encino, CA 91436
Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Net Margin

8th percentile

-43%

Higher net margin than 8% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

17th percentile

-4.7%

Faster asset growth than 17% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

187%

Faster revenue growth than 92% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$13,489,623

Down $666,362 (-4.7%) from 2023

Liabilities

Up

$3,685

Up $1,257 (+52%) from 2023

Net Assets

Down

$13,485,938

Down $667,619 (-4.7%) from 2023

Operations
Liabilities / Revenue23rd percentileNet Margin8th percentile

Revenue

Up

$1,558,580

Up $1,016,245 (+187%) from 2023

Expenses

Up

$2,234,551

Up $182,556 (+8.9%) from 2023

Net Income

Up

-$675,971

Up $833,689 (+55%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $14,752,536Liabilities 2011: $0Net Assets 2011: $14,752,5362011Assets 2012: $15,327,258Liabilities 2012: $0Net Assets 2012: $15,327,2582012Assets 2013: $14,960,843Liabilities 2013: $0Net Assets 2013: $14,960,8432013Assets 2014: $15,439,197Liabilities 2014: $0Net Assets 2014: $15,439,1972014Assets 2015: $15,786,656Liabilities 2015: $0Net Assets 2015: $15,786,6562015Assets 2016: $15,864,885Liabilities 2016: $0Net Assets 2016: $15,864,8852016Assets 2017: $16,632,523Liabilities 2017: $0Net Assets 2017: $16,632,5232017Assets 2018: $17,019,100Liabilities 2018: $0Net Assets 2018: $17,019,1002018Assets 2019: $17,284,689Liabilities 2019: $0Net Assets 2019: $17,284,6892019Assets 2020: $16,584,852Liabilities 2020: $0Net Assets 2020: $16,584,8522020Assets 2021: $16,171,331Liabilities 2021: $0Net Assets 2021: $16,171,3312021Assets 2022: $15,662,796Liabilities 2022: $0Net Assets 2022: $15,662,7962022Assets 2023: $14,155,985Liabilities 2023: $2,428Net Assets 2023: $14,153,5572023Assets 2024: $13,489,623Liabilities 2024: $3,685Net Assets 2024: $13,485,9382024

Highlighted filing

2024

Assets$13,489,623
Liabilities$3,685
Net Assets$13,485,938
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2011: $1,235,8902011Expenses 2012: $1,705,6672012Expenses 2013: $1,523,0592013Revenue 2014: $1,843,166Expenses 2014: $1,374,308Net Income 2014: $468,8582014Revenue 2015: $1,748,449Expenses 2015: $1,400,950Net Income 2015: $347,4992015Revenue 2016: $1,796,430Expenses 2016: $1,718,284Net Income 2016: $78,1462016Revenue 2017: $1,961,012Expenses 2017: $1,193,211Net Income 2017: $767,8012017Revenue 2018: $1,789,232Expenses 2018: $1,402,655Net Income 2018: $386,5772018Revenue 2019: $1,860,084Expenses 2019: $1,598,995Net Income 2019: $261,0892019Revenue 2020: $808,530Expenses 2020: $1,508,367Net Income 2020: -$699,8372020Revenue 2021: $1,119,612Expenses 2021: $1,533,178Net Income 2021: -$413,5662021Revenue 2022: $1,096,476Expenses 2022: $1,604,875Net Income 2022: -$508,3992022Revenue 2023: $542,335Expenses 2023: $2,051,995Net Income 2023: -$1,509,6602023Revenue 2024: $1,558,580Expenses 2024: $2,234,551Net Income 2024: -$675,9712024

Highlighted filing

2024

Revenue$1,558,580
Expenses$2,234,551
Net Income-$675,971
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$13,489,623
Liabilities
$3,685
Net assets
$13,485,938
Revenue
$1,558,580
Expenses
$2,234,551
Net income
-$675,971
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$1.56$2.23$0.68
2023Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$0.54$2.05$1.51
2022Detailed filing. Detailed filing data is available for this year.$15.7$0.00$15.7$1.10$1.60$0.51
2021Detailed filing. Detailed filing data is available for this year.$16.2$0.00$16.2$1.12$1.53$0.41
2020Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$0.81$1.51$0.70
2019Detailed filing. Detailed filing data is available for this year.$17.3$0.00$17.3$1.86$1.60$0.26
2018Detailed filing. Detailed filing data is available for this year.$17.0$0.00$17.0$1.79$1.40$0.39
2017Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$1.96$1.19$0.77
2016Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$1.80$1.72$0.08
2015Detailed filing. Detailed filing data is available for this year.$15.8$0.00$15.8$1.75$1.40$0.35
2014Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$1.84$1.37$0.47
2013Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$1.52
2012Detailed filing. Detailed filing data is available for this year.$15.3$0.00$15.3$1.71
2011Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$1.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 14, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ADAM MILSTEINPresident-$0--
GILA MILSTEINSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Milstein Family Foundation
EIN
95-4824595
Phone
8189957965
Address
15910 VENTURA BLVD 700, ENCINO, CA 91436

Signing Officer

Name
Adam Milstein
Title
President & CEO
Signed
2025-08-14
Discuss with paid preparer
Yes

Preparer

Firm
Fishman Block Diamond by Cerity Partners
Address
16830 VENTURA BLVD SUITE 400, ENCINO, CA 91436
Preparer
Steven J Fishman CPA
Phone
8187837140
Raw XML AppendixShowing 400 of 1,109 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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