Civic Intelligence

Kathryn E Millan Memorial Foundation

EIN 95-4859130 • 501(c)3 • Hacienda Heights, CA

Profile

Provide scholarships for qualifying studentsdonate life charityschool programs for children

16336 E Shadybend DriveHacienda Heights, CA 91745

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

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

64th percentile

6.6%

Faster asset growth than 64% of similar nonprofits.

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

Revenue Growth

62nd percentile

8.0%

Faster revenue growth than 62% of similar nonprofits.

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

Assets

Up

$38,444

Up $2,366 (+6.6%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$38,444

Up $2,366 (+6.6%) from 2023

Revenue

Up

$35,554

Up $2,640 (+8.0%) from 2023

Expenses

Up

$31,827

Up $274 (+0.9%) from 2023

Net Income

Up

$3,727

Up $2,366 (+174%) from 2023

Trend Graphs

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2012: $26,266Liabilities 2012: $0Net Assets 2012: $26,2662012Assets 2019: $11,957Net Assets 2019: $11,9572019Assets 2020: $14,275Net Assets 2020: $14,2752020Assets 2021: $21,463Net Assets 2021: $21,4632021Assets 2022: $34,717Net Assets 2022: $34,7172022Assets 2023: $36,078Net Assets 2023: $36,0782023Assets 2024: $38,444Net Assets 2024: $38,4442024

Highlighted filing

2024

Assets$38,444
Liabilities-
Net Assets$38,444

Operations Trend

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

$100K$50K$0-$50KExpenses 2012: $61,0042012Revenue 2019: $26,118Expenses 2019: $50,065Net Income 2019: -$23,9472019Revenue 2020: $11,901Expenses 2020: $9,583Net Income 2020: $2,3182020Revenue 2021: $40,403Expenses 2021: $33,215Net Income 2021: $7,1882021Revenue 2022: $32,352Expenses 2022: $19,098Net Income 2022: $13,2542022Revenue 2023: $32,914Expenses 2023: $31,553Net Income 2023: $1,3612023Revenue 2024: $35,554Expenses 2024: $31,827Net Income 2024: $3,7272024

Highlighted filing

2024

Revenue$35,554
Expenses$31,827
Net Income$3,727

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$35,554
Mission and Program Overview

Mission

Provide scholarships for qualifying studentsdonate life charityschool programs for children

See Schedule O

Program Services

DescriptionGrantsExpenses
Charity for Donate Life-$5,300
To provide scholarships to qualifying students-$4,900
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Frank MillanVice President-$0--
Julie E MillanPresident-$0--
Sally FentonSecretary-$0--
Nancy JolleyTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Kathryne E Millan Memorial Foundation
EIN
95-4859130
Address
16336 E Shadybend Drive, Hacienda Heights, CA 91745

Signing Officer

Name
Nancy Jolley
Title
Secretary
Signed
2025-11-11
Discuss with paid preparer
No

Preparer

Firm
Nordstrom Accounting Services
Address
391 North Main St Suite 1, Spanish Fork, UT 84660
Preparer
Daniel Nordstrom
Phone
8017876663
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 16 Other Expenses

Fundraising 15200

Form 990EZ Part I Line 16 Other Expenses

Supplies 6002

Form 990EZ Part 1 Line 16 Other Expenses

Unrelated business income taxes 25

Form 990EZ Part 1 Line 10 Grants and similar amounts paid

Scholarships and donations paid 10200

Form 990EZ Part III Line 4

Organization's primary exempt purpose is to provide scholarships for qualifying students, donate life charity, school programs for children

Raw XML Appendix207 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/USAddress/CityNm0Hacienda Heights
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Frank Millan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Julie E Millan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sally Fenton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Nancy Jolley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt021227
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
IRS990EZ/ProgramServiceRevenueAmt035554
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Charity for Donate Life
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04900
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15300
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031827
IRS990EZ/TotalProgramServiceExpensesAmt010200
IRS990EZ/TotalRevenueAmt035554
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0Section 501(c)(3) Exempt Charitable Organization
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt040403
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt011901
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0153124
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Fundraising 15200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplies 6002
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Unrelated business income taxes 25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Scholarships and donations paid 10200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR QUALIFYING STUDENTS, DONATE LIFE CHARITY, SCHOOL PROGRAMS FOR CHILDREN
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ Part I Line 16 Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ Part I Line 16 Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ Part 1 Line 16 Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ Part 1 Line 10 Grants and similar amounts paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ Part III Line 4
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Nancy Jolley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Kathryne E Millan Memorial Foundation
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0954859130
ReturnHeader/Filer/USAddress/AddressLine1Txt016336 E Shadybend Drive
ReturnHeader/Filer/USAddress/CityNm0Hacienda Heights
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091745
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0391 North Main St Suite 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Spanish Fork
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084660
ReturnHeader/PreparerPersonGrp/PhoneNum08017876663
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daniel Nordstrom
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-11T16:28:45-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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